Peterson Wealth Services’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 | $1,000K | Buy |
11,973
+15
| +0.1% | +$1.25K | 0.27% | 59 |
|
|
2025
Q1 | $905K | Sell |
11,958
-1,386
| -10% | -$105K | 0.28% | 59 |
|
|
2024
Q4 | $938K | Sell |
13,344
-10
| -0.1% | -$703 | 0.28% | 69 |
|
|
2024
Q3 | $1.04M | Buy |
13,354
+65
| +0.5% | +$5.07K | 0.33% | 63 |
|
|
2024
Q2 | $965K | Sell |
13,289
-1,687
| -11% | -$123K | 0.34% | 58 |
|
|
2024
Q1 | $1.11M | Sell |
14,976
-1,757
| -11% | -$130K | 0.4% | 57 |
|
|
2023
Q4 | $1.18M | Buy |
+16,733
| New | +$1.18M | 0.5% | 53 |
|
|
2023
Q3 | – | Sell |
-17,000
| Closed | -$1.15M | – | 74 |
|
|
2023
Q2 | $1.15M | Buy |
17,000
+1,264
| +8% | +$85.3K | 0.55% | 51 |
|
|
2023
Q1 | $1.05M | Buy |
15,736
+809
| +5% | +$54.1K | 0.54% | 59 |
|
|
2022
Q4 | $920K | Buy |
14,927
+4,426
| +42% | +$273K | 0.53% | 52 |
|
|
2022
Q3 | $553K | Buy |
10,501
+635
| +6% | +$33.4K | 0.39% | 65 |
|
|
2022
Q2 | $581K | Buy |
9,866
+1,561
| +19% | +$91.9K | 0.42% | 48 |
|
|
2022
Q1 | $577K | Buy |
8,305
+788
| +10% | +$54.7K | 0.35% | 45 |
|
|
2021
Q4 | $561K | Buy |
+7,517
| New | +$561K | 0.37% | 48 |
|