Petra Financial 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 | $351K | Sell |
4,202
-1,457
| -26% | -$122K | 0.22% | 107 |
|
|
2025
Q1 | $428K | Sell |
5,659
-976
| -15% | -$73.8K | 0.35% | 64 |
|
|
2024
Q4 | $466K | Sell |
6,635
-2
| -0% | -$141 | 0.32% | 86 |
|
|
2024
Q3 | $518K | Sell |
6,637
-33
| -0.5% | -$2.58K | 0.34% | 81 |
|
|
2024
Q2 | $485K | Sell |
6,670
-73
| -1% | -$5.3K | 0.35% | 78 |
|
|
2024
Q1 | $474K | Hold |
6,743
| – | – | 0.35% | 79 |
|
|
2023
Q4 | $474K | Sell |
6,743
-303
| -4% | -$21.3K | 0.4% | 74 |
|
|
2023
Q3 | $453K | Buy |
+7,046
| New | +$453K | 0.38% | 75 |
|
|
2023
Q2 | – | Sell |
-7,429
| Closed | -$497K | – | 117 |
|
|
2023
Q1 | $497K | Sell |
7,429
-230
| -3% | -$15.4K | 0.49% | 39 |
|
|
2022
Q4 | $472K | Buy |
+7,659
| New | +$472K | 0.52% | 51 |
|