Paladin Advisory Group’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 | $6.75M | Buy |
80,876
+1,529
| +2% | +$128K | 5.16% | 2 |
|
|
2025
Q1 | $6M | Sell |
79,347
-7,014
| -8% | -$531K | 4.8% | 2 |
|
|
2024
Q4 | $6.07M | Buy |
86,361
+1,795
| +2% | +$126K | 4.65% | 2 |
|
|
2024
Q3 | $6.6M | Buy |
84,566
+3,298
| +4% | +$257K | 4.87% | 3 |
|
|
2024
Q2 | $5.91M | Buy |
81,268
+1,874
| +2% | +$136K | 4.61% | 3 |
|
|
2024
Q1 | $5.87M | Sell |
79,394
-5,415
| -6% | -$400K | 4.64% | 3 |
|
|
2023
Q4 | $5.97M | Buy |
84,809
+2,277
| +3% | +$160K | 4.93% | 3 |
|
|
2023
Q3 | $5.31M | Buy |
82,532
+10,094
| +14% | +$650K | 4.48% | 2 |
|
|
2023
Q2 | $4.89M | Sell |
72,438
-1,369
| -2% | -$92.4K | 3.92% | 2 |
|
|
2023
Q1 | $4.93M | Buy |
+73,807
| New | +$4.93M | 4.1% | 2 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 103 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 102 |
|
|
2022
Q2 | – | Sell |
-77,309
| Closed | -$5.43M | – | 103 |
|
|
2022
Q1 | $5.43M | Buy |
+77,309
| New | +$5.43M | 4.42% | 2 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 99 |
|