One 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 | $698K | Sell |
8,360
-498
| -6% | -$41.6K | 0.1% | 120 |
|
|
2025
Q1 | $670K | Sell |
8,858
-366
| -4% | -$27.7K | 0.1% | 120 |
|
|
2024
Q4 | $648K | Sell |
9,224
-107
| -1% | -$7.52K | 0.1% | 105 |
|
|
2024
Q3 | $728K | Hold |
9,331
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $672K | Sell |
9,331
-213
| -2% | -$15.3K | 0.14% | 79 |
|
|
2024
Q1 | $708K | Sell |
9,544
-1,284
| -12% | -$95.3K | 0.12% | 96 |
|
|
2023
Q4 | $762K | Sell |
10,828
-2,196
| -17% | -$154K | 0.15% | 78 |
|
|
2023
Q3 | $838K | Sell |
13,024
-2,506
| -16% | -$161K | 0.19% | 71 |
|
|
2023
Q2 | $1.05M | Sell |
15,530
-1,272
| -8% | -$85.9K | 0.22% | 62 |
|
|
2023
Q1 | $1.12M | Sell |
16,802
-5,695
| -25% | -$381K | 0.26% | 58 |
|
|
2022
Q4 | $1.39M | Buy |
+22,497
| New | +$1.39M | 0.32% | 54 |
|
|
2022
Q3 | – | Sell |
-16,043
| Closed | -$944K | – | 184 |
|
|
2022
Q2 | $944K | Sell |
16,043
-3,843
| -19% | -$226K | 0.25% | 59 |
|
|
2022
Q1 | $1.38M | Buy |
19,886
+4,567
| +30% | +$317K | 0.34% | 47 |
|
|
2021
Q4 | $1.14M | Buy |
15,319
+3,659
| +31% | +$273K | 0.29% | 49 |
|
|
2021
Q3 | $866K | Buy |
11,660
+880
| +8% | +$65.4K | 0.25% | 50 |
|
|
2021
Q2 | $807K | Buy |
10,780
+734
| +7% | +$54.9K | 0.26% | 53 |
|
|
2021
Q1 | $724K | Buy |
10,046
+3,216
| +47% | +$232K | 0.28% | 44 |
|
|
2020
Q4 | $472K | Buy |
6,830
+122
| +2% | +$8.43K | 0.26% | 42 |
|
|
2020
Q3 | $404K | Sell |
6,708
-2,196
| -25% | -$132K | 0.28% | 37 |
|
|
2020
Q2 | $509K | Sell |
8,904
-15,865
| -64% | -$907K | 0.4% | 23 |
|
|
2020
Q1 | $1.24M | Buy |
+24,769
| New | +$1.24M | 1.22% | 9 |
|