Roger Wittlin Investment Advisory’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 | $1.49M | Buy |
17,817
+321
| +2% | +$26.8K | 0.83% | 22 |
|
|
2025
Q1 | $1.32M | Sell |
17,496
-546
| -3% | -$41.3K | 0.77% | 21 |
|
|
2024
Q4 | $1.27M | Sell |
18,042
-5,729
| -24% | -$403K | 0.71% | 21 |
|
|
2024
Q3 | $1.86M | Hold |
23,771
| – | – | 1.07% | 18 |
|
|
2024
Q2 | $1.73M | Sell |
23,771
-546
| -2% | -$39.7K | 1.11% | 18 |
|
|
2024
Q1 | $1.8M | Sell |
24,317
-1,522
| -6% | -$113K | 1.27% | 20 |
|
|
2023
Q4 | $1.82M | Buy |
25,839
+5,323
| +26% | +$375K | 1.34% | 21 |
|
|
2023
Q3 | $1.32M | Buy |
20,516
+1,379
| +7% | +$88.8K | 1.12% | 22 |
|
|
2023
Q2 | $1.29M | Buy |
19,137
+7,063
| +58% | +$477K | 1.05% | 22 |
|
|
2023
Q1 | $807K | Buy |
+12,074
| New | +$807K | 0.72% | 27 |
|
|
2022
Q4 | – | Sell |
-49
| Closed | -$2K | – | 39 |
|
|
2022
Q3 | $2K | Sell |
49
-66,073
| -100% | -$2.7M | 0.05% | 15 |
|
|
2022
Q2 | $3.89M | Sell |
66,122
-28,537
| -30% | -$1.68M | 3.84% | 10 |
|
|
2022
Q1 | $6.58M | Sell |
94,659
-23,029
| -20% | -$1.6M | 6.06% | 5 |
|
|
2021
Q4 | $8.78M | Buy |
+117,688
| New | +$8.78M | 6.9% | 5 |
|