PSI 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 | – | Sell |
-1,291
| Closed | -$97.7K | – | 368 |
|
|
2025
Q1 | $97.7K | Sell |
1,291
-993
| -43% | -$75.1K | 0.03% | 171 |
|
|
2024
Q4 | $161K | Buy |
2,284
+435
| +24% | +$30.6K | 0.05% | 143 |
|
|
2024
Q3 | $144K | Sell |
1,849
-528
| -22% | -$41.2K | 0.04% | 149 |
|
|
2024
Q2 | $173K | Hold |
2,377
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $176K | Buy |
2,377
+381
| +19% | +$28.3K | 0.06% | 137 |
|
|
2023
Q4 | $140K | Hold |
1,996
| – | – | 0.05% | 153 |
|
|
2023
Q3 | $128K | Buy |
1,996
+347
| +21% | +$22.3K | 0.06% | 159 |
|
|
2023
Q2 | $111K | Buy |
1,649
+107
| +7% | +$7.22K | 0.05% | 158 |
|
|
2023
Q1 | $103K | Sell |
1,542
-27
| -2% | -$1.81K | 0.05% | 156 |
|
|
2022
Q4 | $96.7K | Sell |
1,569
-280
| -15% | -$17.3K | 0.05% | 153 |
|
|
2022
Q3 | $97K | Sell |
1,849
-76
| -4% | -$3.99K | 0.05% | 162 |
|
|
2022
Q2 | $113K | Hold |
1,925
| – | – | 0.06% | 163 |
|
|
2022
Q1 | $134K | Sell |
1,925
-126
| -6% | -$8.77K | 0.06% | 167 |
|
|
2021
Q4 | $153K | Sell |
2,051
-28
| -1% | -$2.09K | 0.06% | 165 |
|
|
2021
Q3 | $154K | Buy |
+2,079
| New | +$154K | 0.07% | 157 |
|
|
2020
Q1 | – | Sell |
-3,845
| Closed | -$250K | – | 315 |
|
|
2019
Q4 | $250K | Buy |
+3,845
| New | +$250K | 0.16% | 117 |
|