Resurgent Financial 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 | $311K | Buy |
3,728
+40
| +1% | +$3.34K | 0.17% | 143 |
|
|
2025
Q1 | $279K | Sell |
3,688
-557
| -13% | -$42.1K | 0.17% | 146 |
|
|
2024
Q4 | $298K | Sell |
4,245
-8,084
| -66% | -$568K | 0.18% | 139 |
|
|
2024
Q3 | $962K | Sell |
12,329
-1,050
| -8% | -$82K | 0.56% | 45 |
|
|
2024
Q2 | $972K | Sell |
13,379
-995
| -7% | -$72.3K | 0.6% | 44 |
|
|
2024
Q1 | $1.07M | Buy |
14,374
+3,012
| +27% | +$224K | 0.57% | 47 |
|
|
2023
Q4 | $799K | Buy |
11,362
+7,521
| +196% | +$529K | 0.49% | 48 |
|
|
2023
Q3 | $247K | Buy |
3,841
+3,378
| +730% | +$217K | 0.17% | 124 |
|
|
2023
Q2 | $31.3K | Hold |
463
| – | – | 0.02% | 417 |
|
|
2023
Q1 | $31K | Hold |
463
| – | – | 0.02% | 412 |
|
|
2022
Q4 | $28.5K | Buy |
+463
| New | +$28.5K | 0.02% | 541 |
|