Physician Wealth 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 | $12.1M | Sell |
144,985
-3,685
| -2% | -$308K | 1.9% | 15 |
|
|
2025
Q1 | $11.2M | Buy |
148,670
+1,586
| +1% | +$120K | 1.94% | 13 |
|
|
2024
Q4 | $10.3M | Sell |
147,084
-6,917
| -4% | -$486K | 1.75% | 15 |
|
|
2024
Q3 | $11.7M | Sell |
154,001
-6,245
| -4% | -$473K | 2.1% | 14 |
|
|
2024
Q2 | $12.1M | Sell |
160,246
-367
| -0.2% | -$27.7K | 2.23% | 12 |
|
|
2024
Q1 | $11.4M | Sell |
160,613
-16,029
| -9% | -$1.14M | 2.39% | 9 |
|
|
2023
Q4 | $12.2M | Sell |
176,642
-6,057
| -3% | -$419K | 2.73% | 7 |
|
|
2023
Q3 | $11.7M | Sell |
182,699
-723
| -0.4% | -$46.1K | 3% | 7 |
|
|
2023
Q2 | $12.4M | Sell |
183,422
-382
| -0.2% | -$25.8K | 3.08% | 8 |
|
|
2023
Q1 | $12.6M | Sell |
183,804
-16,232
| -8% | -$1.11M | 3.3% | 8 |
|
|
2022
Q4 | $13.4M | Sell |
200,036
-12,178
| -6% | -$814K | 3.61% | 6 |
|
|
2022
Q3 | $11.7M | Sell |
212,214
-29,918
| -12% | -$1.65M | 3.6% | 5 |
|
|
2022
Q2 | $15M | Sell |
242,132
-19,258
| -7% | -$1.2M | 4.36% | 5 |
|
|
2022
Q1 | $17.3M | Sell |
261,390
-17,619
| -6% | -$1.17M | 4.59% | 5 |
|
|
2021
Q4 | $20.8M | Buy |
279,009
+5,866
| +2% | +$438K | 5.46% | 5 |
|
|
2021
Q3 | $20.8M | Buy |
273,143
+6,629
| +2% | +$504K | 5.71% | 3 |
|
|
2021
Q2 | $19.9M | Buy |
266,514
+4,729
| +2% | +$354K | 5.71% | 3 |
|
|
2021
Q1 | $19.4M | Buy |
261,785
+3,895
| +2% | +$289K | 6.31% | 2 |
|
|
2020
Q4 | $18.6M | Sell |
257,890
-12,431
| -5% | -$897K | 6.33% | 2 |
|
|
2020
Q3 | $15.9M | Sell |
270,321
-4,106
| -1% | -$241K | 6.38% | 2 |
|
|
2020
Q2 | $16.5M | Buy |
274,427
+41,842
| +18% | +$2.52M | 6.66% | 2 |
|
|
2020
Q1 | $11.9M | Sell |
232,585
-20,465
| -8% | -$1.05M | 5.94% | 2 |
|
|
2019
Q4 | $16.6M | Buy |
253,050
+12,540
| +5% | +$823K | 7.39% | 2 |
|
|
2019
Q3 | $15.5M | Buy |
+240,510
| New | +$15.5M | 7.56% | 2 |
|