PFA
Pure Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348M | Buy |
4,163,067
+590,963
| +17% | +$49.3M | 6.12% | 3 |
|
|
2025
Q1 | $270M | Buy |
3,572,104
+242,575
| +7% | +$18.4M | 5.65% | 3 |
|
|
2024
Q4 | $234M | Buy |
3,329,529
+289,656
| +10% | +$20.4M | 5.32% | 3 |
|
|
2024
Q3 | $237M | Buy |
3,039,873
+199,961
| +7% | +$15.6M | 5.7% | 3 |
|
|
2024
Q2 | $206M | Buy |
2,839,912
+209,366
| +8% | +$15.2M | 5.72% | 3 |
|
|
2024
Q1 | $195M | Buy |
2,630,546
+169,366
| +7% | +$12.6M | 6.11% | 3 |
|
|
2023
Q4 | $173M | Buy |
2,461,180
+204,407
| +9% | +$14.4M | 5.97% | 3 |
|
|
2023
Q3 | $145M | Buy |
2,256,773
+18,743
| +0.8% | +$1.21M | 5.94% | 3 |
|
|
2023
Q2 | $151M | Buy |
2,238,030
+173,113
| +8% | +$11.7M | 6.41% | 3 |
|
|
2023
Q1 | $138M | Buy |
2,064,917
+140,598
| +7% | +$9.4M | 6.4% | 3 |
|
|
2022
Q4 | $119M | Buy |
1,924,319
+230,423
| +14% | +$14.2M | 6.13% | 3 |
|
|
2022
Q3 | $89.2M | Buy |
1,693,896
+125,482
| +8% | +$6.61M | 5.19% | 4 |
|
|
2022
Q2 | $92.3M | Buy |
1,568,414
+230,261
| +17% | +$13.6M | 5.72% | 4 |
|
|
2022
Q1 | $93M | Buy |
1,338,153
+144,738
| +12% | +$10.1M | 4.26% | 6 |
|
|
2021
Q4 | $89.1M | Buy |
1,193,415
+146,207
| +14% | +$10.9M | 4.41% | 6 |
|
|
2021
Q3 | $77.8M | Buy |
1,047,208
+141,455
| +16% | +$10.5M | 6% | 4 |
|
|
2021
Q2 | $67.8M | Buy |
905,753
+59,657
| +7% | +$4.47M | 5.51% | 4 |
|
|
2021
Q1 | $61M | Buy |
846,096
+112,822
| +15% | +$8.13M | 6.06% | 3 |
|
|
2020
Q4 | $50.7M | Buy |
733,274
+88,583
| +14% | +$6.12M | 6.06% | 2 |
|
|
2020
Q3 | $38.9M | Sell |
644,691
-967
| -0.1% | -$58.3K | 5.67% | 4 |
|
|
2020
Q2 | $36.9M | Sell |
645,658
-134,230
| -17% | -$7.67M | 5.77% | 4 |
|
|
2020
Q1 | $38.9M | Buy |
779,888
+576,672
| +284% | +$28.8M | 6.54% | 2 |
|
|
2019
Q4 | $13.3M | Sell |
203,216
-9
| -0% | -$587 | 2.26% | 11 |
|
|
2019
Q3 | $12.4M | Buy |
203,225
+21,538
| +12% | +$1.32M | 2.24% | 11 |
|
|
2019
Q2 | $11.2M | Buy |
181,687
+20,674
| +13% | +$1.27M | 2% | 14 |
|
|
2019
Q1 | $9.79M | Buy |
161,013
+1,542
| +1% | +$93.7K | 1.84% | 15 |
|
|
2018
Q4 | $8.77M | Buy |
159,471
+43,362
| +37% | +$2.38M | 1.78% | 15 |
|
|
2018
Q3 | $7.44M | Buy |
+116,109
| New | +$7.44M | 1.63% | 17 |
|
|
2017
Q4 | – | Sell |
-52,319
| Closed | -$3.36M | – | 36 |
|
|
2017
Q3 | $3.36M | Sell |
52,319
-4,973
| -9% | -$319K | 0.86% | 23 |
|
|
2017
Q2 | $3.49M | Sell |
57,292
-1,659
| -3% | -$101K | 0.94% | 22 |
|
|
2017
Q1 | $3.42M | Buy |
58,951
+4,632
| +9% | +$268K | 0.99% | 21 |
|
|
2016
Q4 | $2.91M | Buy |
54,319
+11,900
| +28% | +$638K | 0.87% | 22 |
|
|
2016
Q3 | $2.34M | Buy |
42,419
+2,862
| +7% | +$158K | 0.75% | 24 |
|
|
2016
Q2 | $2.05M | Buy |
39,557
+6,108
| +18% | +$317K | 0.7% | 25 |
|
|
2016
Q1 | $1.76M | Buy |
+33,449
| New | +$1.76M | 0.63% | 25 |
|