Richardson Financial Services’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 | $457K | Buy |
5,483
+178
| +3% | +$14.8K | 0.31% | 94 |
|
|
2025
Q1 | $401K | Sell |
5,305
-636
| -11% | -$48.1K | 0.31% | 97 |
|
|
2024
Q4 | $418K | Sell |
5,941
-359
| -6% | -$25.2K | 0.29% | 92 |
|
|
2024
Q3 | $458K | Hold |
6,300
| – | – | 0.29% | 86 |
|
|
2024
Q2 | $458K | Sell |
6,300
-141
| -2% | -$10.2K | 0.33% | 80 |
|
|
2024
Q1 | $478K | Buy |
6,441
+19
| +0.3% | +$1.41K | 0.34% | 82 |
|
|
2023
Q4 | $452K | Buy |
+6,422
| New | +$452K | 0.4% | 74 |
|