New England Private Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
42,455
+533
| +1% | +$44K | 0.51% | 48 |
|
|
2025
Q1 | $3.17M | Buy |
41,922
+13,913
| +50% | +$1.05M | 0.49% | 48 |
|
|
2024
Q4 | $1.97M | Buy |
28,009
+4,267
| +18% | +$300K | 0.31% | 59 |
|
|
2024
Q3 | $1.85M | Buy |
23,742
+49
| +0.2% | +$3.82K | 0.3% | 58 |
|
|
2024
Q2 | $1.72M | Buy |
23,693
+1,391
| +6% | +$101K | 0.3% | 58 |
|
|
2024
Q1 | $1.65M | Hold |
22,302
| – | – | 0.29% | 57 |
|
|
2023
Q4 | $1.57M | Buy |
22,302
+297
| +1% | +$20.9K | 0.29% | 58 |
|
|
2023
Q3 | $1.42M | Buy |
22,005
+3
| +0% | +$193 | 0.3% | 59 |
|
|
2023
Q2 | $1.49M | Buy |
22,002
+3,493
| +19% | +$236K | 0.3% | 54 |
|
|
2023
Q1 | $1.24M | Hold |
18,509
| – | – | 0.25% | 57 |
|
|
2022
Q4 | $1.14M | Buy |
18,509
+449
| +2% | +$27.7K | 0.24% | 55 |
|
|
2022
Q3 | $950K | Buy |
18,060
+407
| +2% | +$21.4K | 0.22% | 56 |
|
|
2022
Q2 | $1.23M | Hold |
17,653
| – | – | 0.22% | 55 |
|
|
2022
Q1 | $1.23M | Buy |
17,653
+25
| +0.1% | +$1.74K | 0.22% | 55 |
|
|
2021
Q4 | $1.32M | Buy |
17,628
+307
| +2% | +$22.9K | 0.23% | 53 |
|
|
2021
Q3 | $1.29M | Hold |
17,321
| – | – | 0.24% | 52 |
|
|
2021
Q2 | $1.3M | Buy |
17,321
+10,173
| +142% | +$761K | 0.25% | 52 |
|
|
2021
Q1 | $515K | Buy |
+7,148
| New | +$515K | 0.09% | 70 |
|