Plante Moran 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 | $342K | Buy |
4,092
+472
| +13% | +$39.4K | 0.02% | 110 |
|
|
2025
Q1 | $274K | Sell |
3,620
-362
| -9% | -$27.4K | 0.02% | 136 |
|
|
2024
Q4 | $280K | Buy |
3,982
+216
| +6% | +$15.2K | 0.02% | 139 |
|
|
2024
Q3 | $294K | Sell |
3,766
-174
| -4% | -$13.6K | 0.03% | 133 |
|
|
2024
Q2 | $286K | Sell |
3,940
-453
| -10% | -$32.9K | 0.03% | 133 |
|
|
2024
Q1 | $326K | Buy |
4,393
+1,711
| +64% | +$127K | 0.04% | 116 |
|
|
2023
Q4 | $189K | Buy |
2,682
+227
| +9% | +$16K | 0.02% | 176 |
|
|
2023
Q3 | $158K | Sell |
2,455
-395
| -14% | -$25.4K | 0.02% | 175 |
|
|
2023
Q2 | $192K | Buy |
2,850
+485
| +21% | +$32.7K | 0.02% | 160 |
|
|
2023
Q1 | $158K | Sell |
2,365
-308
| -12% | -$20.6K | 0.02% | 171 |
|
|
2022
Q4 | $165K | Sell |
2,673
-5,558
| -68% | -$343K | 0.02% | 173 |
|
|
2022
Q3 | $434K | Buy |
8,231
+3,699
| +82% | +$195K | 0.07% | 84 |
|
|
2022
Q2 | $267K | Buy |
4,532
+2,168
| +92% | +$128K | 0.04% | 125 |
|
|
2022
Q1 | $164K | Sell |
2,364
-177
| -7% | -$12.3K | 0.03% | 178 |
|
|
2021
Q4 | $190K | Sell |
2,541
-1,035
| -29% | -$77.4K | 0.03% | 188 |
|
|
2021
Q3 | $266K | Buy |
3,576
+1,501
| +72% | +$112K | 0.06% | 151 |
|
|
2021
Q2 | $155K | Hold |
2,075
| – | – | 0.04% | 207 |
|
|
2021
Q1 | $150K | Buy |
2,075
+225
| +12% | +$16.3K | 0.04% | 201 |
|
|
2020
Q4 | $128K | Buy |
1,850
+838
| +83% | +$58K | 0.04% | 219 |
|
|
2020
Q3 | $61K | Buy |
1,012
+177
| +21% | +$10.7K | 0.02% | 292 |
|
|
2020
Q2 | $48K | Buy |
835
+547
| +190% | +$31.4K | 0.02% | 294 |
|
|
2020
Q1 | $14K | Sell |
288
-921
| -76% | -$44.8K | 0.01% | 449 |
|
|
2019
Q4 | $79K | Sell |
1,209
-2,308
| -66% | -$151K | 0.03% | 256 |
|
|
2019
Q3 | $215K | Buy |
3,517
+3,285
| +1,416% | +$201K | 0.06% | 149 |
|
|
2019
Q2 | $14K | Sell |
232
-18
| -7% | -$1.09K | ﹤0.01% | 523 |
|
|
2019
Q1 | $15K | Sell |
250
-366
| -59% | -$22K | ﹤0.01% | 510 |
|
|
2018
Q4 | $34K | Buy |
+616
| New | +$34K | 0.01% | 360 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$11K | – | 796 |
|
|
2018
Q2 | $11K | Hold |
175
| – | – | 0.01% | 534 |
|
|
2018
Q1 | $12K | Hold |
175
| – | – | 0.01% | 574 |
|
|
2017
Q4 | $12K | Hold |
175
| – | – | 0.01% | 566 |
|
|
2017
Q3 | $11K | Buy |
+175
| New | +$11K | 0.01% | 528 |
|