Peak Financial Management’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 | $2.91M | Sell |
34,842
-169
| -0.5% | -$14.1K | 0.83% | 28 |
|
|
2025
Q1 | $2.65M | Sell |
35,011
-37
| -0.1% | -$2.8K | 0.79% | 27 |
|
|
2024
Q4 | $2.46M | Sell |
35,048
-928
| -3% | -$65.2K | 0.74% | 29 |
|
|
2024
Q3 | $2.81M | Sell |
35,976
-96
| -0.3% | -$7.49K | 0.82% | 29 |
|
|
2024
Q2 | $2.62M | Sell |
36,072
-549
| -1% | -$39.9K | 0.82% | 29 |
|
|
2024
Q1 | $2.72M | Sell |
36,621
-368
| -1% | -$27.3K | 0.86% | 29 |
|
|
2023
Q4 | $2.6M | Sell |
36,989
-7,577
| -17% | -$533K | 0.87% | 28 |
|
|
2023
Q3 | $2.87M | Sell |
44,566
-37,360
| -46% | -$2.4M | 1.04% | 28 |
|
|
2023
Q2 | $5.53M | Sell |
81,926
-374
| -0.5% | -$25.2K | 1.97% | 20 |
|
|
2023
Q1 | $5.5M | Sell |
82,300
-644
| -0.8% | -$43.1K | 2.05% | 22 |
|
|
2022
Q4 | $5.11M | Buy |
82,944
+2,623
| +3% | +$162K | 2.01% | 22 |
|
|
2022
Q3 | $4.23M | Sell |
80,321
-9,360
| -10% | -$493K | 1.76% | 24 |
|
|
2022
Q2 | $5.28M | Buy |
89,681
+3,375
| +4% | +$199K | 2.03% | 22 |
|
|
2022
Q1 | $6M | Buy |
86,306
+2,055
| +2% | +$143K | 2.01% | 23 |
|
|
2021
Q4 | $6.29M | Buy |
84,251
+1,357
| +2% | +$101K | 2.04% | 21 |
|
|
2021
Q3 | $6.16M | Sell |
82,894
-346
| -0.4% | -$25.7K | 2.09% | 22 |
|
|
2021
Q2 | $6.23M | Sell |
83,240
-607
| -0.7% | -$45.4K | 2.12% | 21 |
|
|
2021
Q1 | $6.04M | Buy |
83,847
+1,038
| +1% | +$74.8K | 2.19% | 20 |
|
|
2020
Q4 | $5.72M | Buy |
82,809
+5,000
| +6% | +$345K | 2.15% | 22 |
|
|
2020
Q3 | $4.69M | Sell |
77,809
-980
| -1% | -$59.1K | 2.02% | 22 |
|
|
2020
Q2 | $4.5M | Buy |
78,789
+391
| +0.5% | +$22.4K | 2.11% | 21 |
|
|
2020
Q1 | $3.91M | Buy |
78,398
+3,791
| +5% | +$189K | 2% | 21 |
|
|
2019
Q4 | $4.87M | Buy |
74,607
+420
| +0.6% | +$27.4K | 2.08% | 20 |
|
|
2019
Q3 | $4.53M | Buy |
74,187
+1,313
| +2% | +$80.2K | 2.01% | 21 |
|
|
2019
Q2 | $4.47M | Sell |
72,874
-1,178
| -2% | -$72.3K | 2.01% | 21 |
|
|
2019
Q1 | $4.5M | Sell |
74,052
-426
| -0.6% | -$25.9K | 2.07% | 21 |
|
|
2018
Q4 | $4.1M | Buy |
74,478
+32,650
| +78% | +$1.8M | 2.02% | 21 |
|
|
2018
Q3 | $2.68M | Sell |
41,828
-3,384
| -7% | -$217K | 1.21% | 26 |
|
|
2018
Q2 | $2.87M | Sell |
45,212
-3,339
| -7% | -$212K | 1.32% | 23 |
|
|
2018
Q1 | $3.2M | Buy |
48,551
+1,619
| +3% | +$107K | 1.52% | 22 |
|
|
2017
Q4 | $3.1M | Buy |
46,932
+702
| +2% | +$46.4K | 1.18% | 24 |
|
|
2017
Q3 | $2.97M | Sell |
46,230
-925
| -2% | -$59.4K | 1.14% | 22 |
|
|
2017
Q2 | $2.87M | Sell |
47,155
-212
| -0.4% | -$12.9K | 1.12% | 21 |
|
|
2017
Q1 | $2.75M | Buy |
47,367
+42,255
| +827% | +$2.45M | 1.11% | 21 |
|
|
2016
Q4 | $274K | Buy |
+5,112
| New | +$274K | 0.12% | 31 |
|