Private Wealth Advisors (California)’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 | $800K | Buy |
9,586
+121
| +1% | +$10.1K | 0.29% | 57 |
|
|
2025
Q1 | $716K | Sell |
9,465
-469
| -5% | -$35.5K | 0.26% | 55 |
|
|
2024
Q4 | $698K | Sell |
9,934
-404
| -4% | -$28.4K | 0.27% | 50 |
|
|
2024
Q3 | $800K | Sell |
10,338
-1
| -0% | -$77 | 0.31% | 51 |
|
|
2024
Q2 | $752K | Buy |
10,339
+93
| +0.9% | +$6.77K | 0.29% | 51 |
|
|
2024
Q1 | $760K | Sell |
10,246
-980
| -9% | -$72.7K | 0.31% | 50 |
|
|
2023
Q4 | $790K | Sell |
11,226
-4,866
| -30% | -$342K | 0.31% | 45 |
|
|
2023
Q3 | $1.04M | Hold |
16,092
| – | – | 0.44% | 43 |
|
|
2023
Q2 | $1.09M | Buy |
16,092
+223
| +1% | +$15.1K | 0.44% | 42 |
|
|
2023
Q1 | $1.06M | Hold |
15,869
| – | – | 0.45% | 43 |
|
|
2022
Q4 | $978K | Buy |
15,869
+65
| +0.4% | +$4.01K | 0.33% | 43 |
|
|
2022
Q3 | $832K | Sell |
15,804
-171
| -1% | -$9K | 0.39% | 46 |
|
|
2022
Q2 | $1M | Buy |
15,975
+174
| +1% | +$10.9K | 0.37% | 49 |
|
|
2022
Q1 | $1.1M | Sell |
15,801
-83
| -0.5% | -$5.77K | 0.35% | 48 |
|
|
2021
Q4 | $1.19M | Buy |
15,884
+123
| +0.8% | +$9.18K | 0.25% | 45 |
|
|
2021
Q3 | $1.15M | Sell |
15,761
-27
| -0.2% | -$1.98K | 0.28% | 55 |
|
|
2021
Q2 | $1.18M | Buy |
15,788
+124
| +0.8% | +$9.28K | 0.36% | 51 |
|
|
2021
Q1 | $1.13M | Hold |
15,664
| – | – | 0.38% | 44 |
|
|
2020
Q4 | $1.11M | Buy |
15,664
+102
| +0.7% | +$7.24K | 0.38% | 41 |
|
|
2020
Q3 | $938K | Hold |
15,562
| – | – | 0.49% | 31 |
|
|
2020
Q2 | $890K | Buy |
15,562
+251
| +2% | +$14.4K | 0.62% | 26 |
|
|
2020
Q1 | $764K | Sell |
15,311
-1,219
| -7% | -$60.8K | 0.63% | 28 |
|
|
2019
Q4 | $1.08M | Sell |
16,530
-972
| -6% | -$63.4K | 0.62% | 37 |
|
|
2019
Q3 | $1.07M | Sell |
17,502
-772
| -4% | -$47.2K | 0.7% | 31 |
|
|
2019
Q2 | $1.11M | Hold |
18,274
| – | – | 0.76% | 30 |
|
|
2019
Q1 | $1.11M | Buy |
18,274
+148
| +0.8% | +$9K | 0.76% | 30 |
|
|
2018
Q4 | $997K | Buy |
+18,126
| New | +$997K | 0.81% | 30 |
|