Resonant Capital 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 | $30.3M | Buy |
363,436
+13,934
| +4% | +$1.16M | 1.94% | 11 |
|
|
2025
Q1 | $26.4M | Buy |
349,502
+83,686
| +31% | +$6.33M | 1.84% | 11 |
|
|
2024
Q4 | $18.7M | Buy |
265,816
+4,065
| +2% | +$286K | 1.36% | 16 |
|
|
2024
Q3 | $20.4M | Buy |
261,751
+11,112
| +4% | +$867K | 1.5% | 15 |
|
|
2024
Q2 | $18.2M | Buy |
250,639
+13,896
| +6% | +$1.01M | 1.48% | 16 |
|
|
2024
Q1 | $17.6M | Buy |
236,743
+8,734
| +4% | +$648K | 1.5% | 15 |
|
|
2023
Q4 | $16M | Buy |
228,009
+460
| +0.2% | +$32.4K | 1.55% | 15 |
|
|
2023
Q3 | $14.6M | Buy |
227,549
+5,980
| +3% | +$385K | 1.56% | 17 |
|
|
2023
Q2 | $15M | Sell |
221,569
-38,886
| -15% | -$2.62M | 1.63% | 15 |
|
|
2023
Q1 | $17.4M | Buy |
260,455
+57,485
| +28% | +$3.84M | 1.98% | 13 |
|
|
2022
Q4 | $12.5M | Sell |
202,970
-14,243
| -7% | -$878K | 1.56% | 16 |
|
|
2022
Q3 | $11.4M | Sell |
217,213
-3,702
| -2% | -$195K | 1.74% | 12 |
|
|
2022
Q2 | $13M | Sell |
220,915
-37,956
| -15% | -$2.23M | 2.03% | 12 |
|
|
2022
Q1 | $18.2M | Sell |
258,871
-11,565
| -4% | -$812K | 2.69% | 10 |
|
|
2021
Q4 | $20.2M | Buy |
270,436
+16,733
| +7% | +$1.25M | 3.04% | 8 |
|
|
2021
Q3 | $18.8M | Buy |
253,703
+12,342
| +5% | +$916K | 3.28% | 8 |
|
|
2021
Q2 | $18.1M | Buy |
241,361
+9,784
| +4% | +$732K | 3.49% | 9 |
|
|
2021
Q1 | $16.7M | Buy |
231,577
+16,106
| +7% | +$1.16M | 3.43% | 9 |
|
|
2020
Q4 | $14.9M | Buy |
215,471
+13,227
| +7% | +$914K | 3.52% | 9 |
|
|
2020
Q3 | $12.2M | Buy |
202,244
+18,993
| +10% | +$1.14M | 3.47% | 7 |
|
|
2020
Q2 | $10.5M | Buy |
183,251
+90,334
| +97% | +$5.16M | 3.04% | 9 |
|
|
2020
Q1 | $4.64M | Buy |
92,917
+24,045
| +35% | +$1.2M | 1.69% | 13 |
|
|
2019
Q4 | $4.49M | Buy |
+68,872
| New | +$4.49M | 1.42% | 15 |
|