RTD 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 | $288K | Buy |
+3,447
| New | +$288K | 0.04% | 94 |
|
|
2025
Q1 | – | Sell |
-4,861
| Closed | -$342K | – | 119 |
|
|
2024
Q4 | $342K | Sell |
4,861
-71
| -1% | -$4.99K | 0.04% | 98 |
|
|
2024
Q3 | $385K | Sell |
4,932
-740
| -13% | -$57.8K | 0.05% | 95 |
|
|
2024
Q2 | $412K | Sell |
5,672
-42
| -0.7% | -$3.05K | 0.06% | 89 |
|
|
2024
Q1 | $424K | Sell |
5,714
-551
| -9% | -$40.9K | 0.06% | 80 |
|
|
2023
Q4 | $441K | Buy |
6,265
+1,616
| +35% | +$114K | 0.06% | 80 |
|
|
2023
Q3 | $299K | Sell |
4,649
-132
| -3% | -$8.5K | 0.05% | 90 |
|
|
2023
Q2 | $323K | Buy |
4,781
+152
| +3% | +$10.3K | 0.05% | 89 |
|
|
2023
Q1 | $309K | Hold |
4,629
| – | – | 0.05% | 88 |
|
|
2022
Q4 | $285K | Buy |
4,629
+225
| +5% | +$13.9K | 0.05% | 88 |
|
|
2022
Q3 | $232K | Buy |
+4,404
| New | +$232K | 0.04% | 87 |
|
|
2022
Q2 | – | Sell |
-4,065
| Closed | -$283K | – | 112 |
|
|
2022
Q1 | $283K | Buy |
4,065
+783
| +24% | +$54.5K | 0.04% | 97 |
|
|
2021
Q4 | $245K | Buy |
+3,282
| New | +$245K | 0.03% | 108 |
|