Panoramic Investment 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 | $2.61M | Buy |
31,287
+1,780
| +6% | +$149K | 1.6% | 21 |
|
|
2025
Q1 | $2.23M | Buy |
29,507
+869
| +3% | +$65.7K | 1.51% | 21 |
|
|
2024
Q4 | $2.01M | Buy |
28,638
+3,226
| +13% | +$227K | 1.31% | 23 |
|
|
2024
Q3 | $1.98M | Buy |
+25,412
| New | +$1.98M | 1.37% | 21 |
|
|
2024
Q1 | $2.07M | Sell |
27,887
-3,346
| -11% | -$248K | 1.53% | 17 |
|
|
2023
Q4 | $2.2M | Sell |
31,233
-3,652
| -10% | -$257K | 1.9% | 14 |
|
|
2023
Q3 | $2.24M | Buy |
+34,885
| New | +$2.24M | 2.06% | 12 |
|
|
2022
Q4 | $1.3M | Buy |
+21,015
| New | +$1.3M | 1.33% | 19 |
|