Petix & Botte Financial’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 | $13M | Buy |
155,285
+12,892
| +9% | +$1.08M | 3.18% | 8 |
|
|
2025
Q1 | $10.8M | Buy |
142,393
+27,049
| +23% | +$2.05M | 2.84% | 13 |
|
|
2024
Q4 | $8.11M | Buy |
115,344
+75,573
| +190% | +$5.31M | 2.13% | 15 |
|
|
2024
Q3 | $3.1M | Sell |
39,771
-472
| -1% | -$36.8K | 0.83% | 24 |
|
|
2024
Q2 | $2.92M | Sell |
40,243
-173,143
| -81% | -$12.6M | 0.83% | 24 |
|
|
2024
Q1 | $15.8M | Buy |
213,386
+170,883
| +402% | +$12.7M | 3.93% | 4 |
|
|
2023
Q4 | $2.99M | Sell |
42,503
-1,038
| -2% | -$73K | 0.88% | 24 |
|
|
2023
Q3 | $2.8M | Sell |
43,541
-780
| -2% | -$50.2K | 0.88% | 23 |
|
|
2023
Q2 | $2.99M | Buy |
44,321
+24,492
| +124% | +$1.65M | 0.93% | 23 |
|
|
2023
Q1 | $1.33M | Buy |
+19,829
| New | +$1.33M | 0.89% | 24 |
|
|
2022
Q3 | $1.04M | Buy |
19,762
+234
| +1% | +$12.3K | 0.79% | 25 |
|
|
2022
Q2 | $1.15M | Sell |
19,528
-25,337
| -56% | -$1.49M | 0.85% | 24 |
|
|
2022
Q1 | $3.12M | Buy |
44,865
+25,808
| +135% | +$1.79M | 0.96% | 24 |
|
|
2021
Q4 | $1.42M | Sell |
19,057
-31,354
| -62% | -$2.34M | 0.9% | 24 |
|
|
2021
Q3 | $3.75M | Buy |
50,411
+21,890
| +77% | +$1.63M | 1.27% | 21 |
|
|
2021
Q2 | $2.14M | Sell |
28,521
-3,328
| -10% | -$249K | 1.49% | 18 |
|
|
2021
Q1 | $2.3M | Sell |
31,849
-4,073
| -11% | -$293K | 1.7% | 17 |
|
|
2020
Q4 | $2.48M | Sell |
35,922
-7,047
| -16% | -$487K | 1.86% | 17 |
|
|
2020
Q3 | $2.59M | Sell |
42,969
-65,012
| -60% | -$3.92M | 2.06% | 15 |
|
|
2020
Q2 | $3.13M | Buy |
107,981
+51,738
| +92% | +$1.5M | 2.58% | 15 |
|
|
2020
Q1 | $2.81M | Sell |
56,243
-10,192
| -15% | -$508K | 2.73% | 14 |
|
|
2019
Q4 | $4.34M | Buy |
+66,435
| New | +$4.34M | 3.42% | 8 |
|