Regal Investment 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 | $10.4M | Buy |
124,634
+11,694
| +10% | +$976K | 0.78% | 26 |
|
|
2025
Q1 | $8.54M | Buy |
112,940
+7,970
| +8% | +$603K | 0.69% | 31 |
|
|
2024
Q4 | $7.38M | Sell |
104,970
-10,487
| -9% | -$737K | 0.55% | 44 |
|
|
2024
Q3 | $9.01M | Sell |
115,457
-4,228
| -4% | -$330K | 0.63% | 33 |
|
|
2024
Q2 | $8.69M | Buy |
119,685
+570
| +0.5% | +$41.4K | 0.57% | 38 |
|
|
2024
Q1 | $8.84M | Buy |
119,115
+39,940
| +50% | +$2.96M | 0.6% | 35 |
|
|
2023
Q4 | $5.57M | Buy |
79,175
+3,238
| +4% | +$228K | 0.42% | 66 |
|
|
2023
Q3 | $4.89M | Sell |
75,937
-93
| -0.1% | -$5.99K | 0.41% | 70 |
|
|
2023
Q2 | $5.13M | Buy |
76,030
+3,189
| +4% | +$215K | 0.43% | 68 |
|
|
2023
Q1 | $4.87M | Sell |
72,841
-2,173
| -3% | -$145K | 0.43% | 67 |
|
|
2022
Q4 | $4.62M | Buy |
75,014
+3,617
| +5% | +$223K | 0.45% | 62 |
|
|
2022
Q3 | $3.76M | Buy |
71,397
+4,810
| +7% | +$253K | 0.4% | 68 |
|
|
2022
Q2 | $3.92M | Buy |
66,587
+5,646
| +9% | +$332K | 0.41% | 68 |
|
|
2022
Q1 | $4.24M | Buy |
60,941
+1,330
| +2% | +$92.4K | 0.39% | 68 |
|
|
2021
Q4 | $4.45M | Buy |
59,611
+1,775
| +3% | +$132K | 0.39% | 65 |
|
|
2021
Q3 | $4.29M | Buy |
57,836
+1,388
| +2% | +$103K | 0.42% | 61 |
|
|
2021
Q2 | $4.23M | Buy |
+56,448
| New | +$4.23M | 0.42% | 60 |
|
|
2021
Q1 | – | Sell |
-63,445
| Closed | -$4.38M | – | 213 |
|
|
2020
Q4 | $4.38M | Buy |
+63,445
| New | +$4.38M | 0.5% | 52 |
|
|
2020
Q3 | – | Sell |
-63,406
| Closed | -$3.62M | – | 117 |
|
|
2020
Q2 | $3.62M | Buy |
+63,406
| New | +$3.62M | 0.66% | 39 |
|
|
2020
Q1 | – | Sell |
-49,500
| Closed | -$3.23M | – | 157 |
|
|
2019
Q4 | $3.23M | Buy |
49,500
+8,671
| +21% | +$566K | 0.58% | 47 |
|
|
2019
Q3 | $2.49M | Buy |
40,829
+3,811
| +10% | +$233K | 0.49% | 57 |
|
|
2019
Q2 | $2.27M | Buy |
37,018
+1,760
| +5% | +$108K | 0.44% | 70 |
|
|
2019
Q1 | $2.14M | Sell |
35,258
-1,821
| -5% | -$111K | 0.44% | 71 |
|
|
2018
Q4 | $2.04M | Sell |
37,079
-767
| -2% | -$42.2K | 0.45% | 66 |
|
|
2018
Q3 | $2.43M | Buy |
37,846
+6,816
| +22% | +$437K | 0.51% | 51 |
|
|
2018
Q2 | $1.97M | Sell |
31,030
-4,287
| -12% | -$272K | 0.6% | 46 |
|
|
2018
Q1 | $2.33M | Buy |
35,317
+3,158
| +10% | +$208K | 0.51% | 55 |
|
|
2017
Q4 | $2.13M | Buy |
32,159
+215
| +0.7% | +$14.2K | 0.47% | 70 |
|
|
2017
Q3 | $2.05M | Buy |
31,944
+1,113
| +4% | +$71.4K | 0.48% | 73 |
|
|
2017
Q2 | $1.88M | Buy |
30,831
+1,020
| +3% | +$62.1K | 0.46% | 82 |
|
|
2017
Q1 | $1.73M | Buy |
29,811
+6,745
| +29% | +$391K | 0.45% | 76 |
|
|
2016
Q4 | $1.24M | Buy |
+23,066
| New | +$1.24M | 0.34% | 95 |
|
|
2016
Q1 | – | Sell |
-4,951
| Closed | -$269K | – | 268 |
|
|
2015
Q4 | $269K | Buy |
4,951
+1,517
| +44% | +$82.4K | 0.07% | 212 |
|
|
2015
Q3 | $181K | Buy |
3,434
+767
| +29% | +$40.4K | 0.05% | 248 |
|
|
2015
Q2 | $155K | Sell |
2,667
-591
| -18% | -$34.3K | 0.04% | 274 |
|
|
2015
Q1 | $191K | Sell |
3,258
-3,331
| -51% | -$195K | 0.05% | 257 |
|
|
2014
Q4 | $365K | Sell |
6,589
-4,283
| -39% | -$237K | 0.1% | 171 |
|
|
2014
Q3 | $633K | Buy |
10,872
+1,480
| +16% | +$86.2K | 0.19% | 125 |
|
|
2014
Q2 | $584K | Buy |
9,392
+716
| +8% | +$44.5K | 0.21% | 120 |
|
|
2014
Q1 | $530K | Buy |
8,676
+541
| +7% | +$33K | 0.22% | 114 |
|
|
2013
Q4 | $494K | Buy |
8,135
+6,063
| +293% | +$368K | 0.28% | 103 |
|
|
2013
Q3 | $119K | Buy |
2,072
+1,771
| +588% | +$102K | 0.07% | 217 |
|
|
2013
Q2 | $16K | Buy |
+301
| New | +$16K | 0.01% | 500 |
|