Prism 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 | $4.62M | Buy |
55,328
+12
| +0% | +$1K | 1.32% | 27 |
|
|
2025
Q1 | $4.18M | Sell |
55,316
-1,171
| -2% | -$88.6K | 1.29% | 22 |
|
|
2024
Q4 | $3.97M | Buy |
56,487
+269
| +0.5% | +$18.9K | 1.19% | 24 |
|
|
2024
Q3 | $4.39M | Sell |
56,218
-1,226
| -2% | -$95.7K | 1.26% | 25 |
|
|
2024
Q2 | $4.17M | Buy |
57,444
+4
| +0% | +$291 | 1.27% | 24 |
|
|
2024
Q1 | $4.26M | Hold |
57,440
| – | – | 1.28% | 20 |
|
|
2023
Q4 | $4.04M | Sell |
57,440
-216
| -0.4% | -$15.2K | 1.3% | 20 |
|
|
2023
Q3 | $3.71M | Sell |
57,656
-130
| -0.2% | -$8.37K | 1.3% | 20 |
|
|
2023
Q2 | $3.9M | Buy |
57,786
+172
| +0.3% | +$11.6K | 1.31% | 19 |
|
|
2023
Q1 | $3.85M | Sell |
57,614
-1,402
| -2% | -$93.7K | 1.34% | 19 |
|
|
2022
Q4 | $3.64M | Sell |
59,016
-3,998
| -6% | -$246K | 1.33% | 19 |
|
|
2022
Q3 | $3.32M | Sell |
63,014
-51
| -0.1% | -$2.69K | 1.34% | 20 |
|
|
2022
Q2 | $3.71M | Sell |
63,065
-37
| -0.1% | -$2.18K | 1.41% | 20 |
|
|
2022
Q1 | $4.39M | Buy |
63,102
+149
| +0.2% | +$10.4K | 1.47% | 19 |
|
|
2021
Q4 | $4.7M | Sell |
62,953
-547
| -0.9% | -$40.8K | 1.54% | 19 |
|
|
2021
Q3 | $4.72M | Hold |
63,500
| – | – | 1.68% | 19 |
|
|
2021
Q2 | $4.75M | Sell |
63,500
-172
| -0.3% | -$12.9K | 1.65% | 20 |
|
|
2021
Q1 | $4.59M | Buy |
63,672
+1,905
| +3% | +$137K | 1.66% | 19 |
|
|
2020
Q4 | $4.27M | Buy |
61,767
+65
| +0.1% | +$4.49K | 1.61% | 18 |
|
|
2020
Q3 | $3.72M | Sell |
61,702
-38,214
| -38% | -$2.3M | 1.57% | 18 |
|
|
2020
Q2 | $5.71M | Buy |
99,916
+2,471
| +3% | +$141K | 2.55% | 17 |
|
|
2020
Q1 | $4.86M | Buy |
+97,445
| New | +$4.86M | 3.14% | 9 |
|