Safeguard Financial’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
Q1 | $26.4M | Buy |
349,555
+17,484
| +5% | +$1.32M | 5.79% | 3 |
|
|
2024
Q4 | $23.3M | Buy |
332,071
+50,846
| +18% | +$3.57M | 5.07% | 4 |
|
|
2024
Q3 | $21.9M | Buy |
281,225
+32,142
| +13% | +$2.51M | 5.17% | 4 |
|
|
2024
Q2 | $18.1M | Buy |
249,083
+49,484
| +25% | +$3.59M | 5.03% | 4 |
|
|
2024
Q1 | $14.8M | Buy |
199,599
+19,823
| +11% | +$1.47M | 4.83% | 4 |
|
|
2023
Q4 | $12.6M | Buy |
179,776
+40,818
| +29% | +$2.87M | 4.79% | 4 |
|
|
2023
Q3 | $8.94M | Buy |
138,958
+28,303
| +26% | +$1.82M | 4.31% | 5 |
|
|
2023
Q2 | $7.47M | Buy |
110,655
+17,012
| +18% | +$1.15M | 3.6% | 6 |
|
|
2023
Q1 | $6.26M | Buy |
93,643
+24,961
| +36% | +$1.67M | 3.8% | 5 |
|
|
2022
Q4 | $4.23M | Buy |
68,682
+12,756
| +23% | +$786K | 3.03% | 7 |
|
|
2022
Q3 | $2.95M | Buy |
55,926
+12,852
| +30% | +$677K | 2.73% | 6 |
|
|
2022
Q2 | $2.53M | Buy |
43,074
+23,885
| +124% | +$1.41M | 3.02% | 7 |
|
|
2022
Q1 | $1.33M | Buy |
+19,189
| New | +$1.33M | 1.99% | 13 |
|