Sage Advisory 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 | $15.2M | Sell |
181,656
-6,856
| -4% | -$572K | 8.26% | 4 |
|
|
2025
Q1 | $14.3M | Buy |
188,512
+46,555
| +33% | +$3.52M | 8.38% | 3 |
|
|
2024
Q4 | $9.98M | Sell |
141,957
-279,369
| -66% | -$19.6M | 5.92% | 3 |
|
|
2024
Q3 | $30.6M | Hold |
421,326
| – | – | 8.59% | 1 |
|
|
2024
Q2 | $30.6M | Sell |
421,326
-1,540
| -0.4% | -$112K | 8.59% | 1 |
|
|
2024
Q1 | $31.4M | Buy |
422,866
+106,105
| +33% | +$7.88M | 8.57% | 2 |
|
|
2023
Q4 | $22.3M | Sell |
316,761
-1,628
| -0.5% | -$115K | 5.97% | 4 |
|
|
2023
Q3 | $20.5M | Buy |
318,389
+21,772
| +7% | +$1.4M | 5.73% | 4 |
|
|
2023
Q2 | $20M | Sell |
296,617
-8,935
| -3% | -$603K | 5.84% | 3 |
|
|
2023
Q1 | $20.4M | Sell |
305,552
-91,255
| -23% | -$6.1M | 5.79% | 4 |
|
|
2022
Q4 | $24.5M | Sell |
396,807
-29,886
| -7% | -$1.84M | 7.16% | 3 |
|
|
2022
Q3 | $22.5M | Sell |
426,693
-153,035
| -26% | -$8.06M | 7% | 4 |
|
|
2022
Q2 | $34.1M | Buy |
579,728
+318
| +0.1% | +$18.7K | 9.76% | 1 |
|
|
2022
Q1 | $40.3M | Buy |
579,410
+12,116
| +2% | +$842K | 10.16% | 1 |
|
|
2021
Q4 | $42.3M | Buy |
567,294
+22,297
| +4% | +$1.66M | 10.51% | 1 |
|
|
2021
Q3 | $40.5M | Buy |
544,997
+38,315
| +8% | +$2.84M | 10.52% | 1 |
|
|
2021
Q2 | $37.9M | Sell |
506,682
-143,726
| -22% | -$10.8M | 10.39% | 1 |
|
|
2021
Q1 | $46.9M | Buy |
650,408
+42,437
| +7% | +$3.06M | 11.41% | 1 |
|
|
2020
Q4 | $42M | Sell |
607,971
-220,257
| -27% | -$15.2M | 11.09% | 1 |
|
|
2020
Q3 | $49.9M | Buy |
828,228
+138,120
| +20% | +$8.33M | 16.44% | 1 |
|
|
2020
Q2 | $39.5M | Buy |
690,108
+238,829
| +53% | +$13.7M | 12.41% | 1 |
|
|
2020
Q1 | $22.5M | Buy |
451,279
+41,354
| +10% | +$2.06M | 8.66% | 2 |
|
|
2019
Q4 | $26.7M | Buy |
409,925
+150
| +0% | +$9.79K | 8.48% | 2 |
|
|
2019
Q3 | $25M | Sell |
409,775
-136,230
| -25% | -$8.32M | 8.2% | 3 |
|
|
2019
Q2 | $33.5M | Sell |
546,005
-890,000
| -62% | -$54.7M | 9.84% | 1 |
|
|
2019
Q1 | $87.2M | Buy |
1,436,005
+23,043
| +2% | +$1.4M | 8.35% | 2 |
|
|
2018
Q4 | $77.7M | Buy |
1,412,962
+39,671
| +3% | +$2.18M | 8.11% | 3 |
|
|
2018
Q3 | $88M | Buy |
1,373,291
+342,270
| +33% | +$21.9M | 8.4% | 4 |
|
|
2018
Q2 | $65.3M | Sell |
1,031,021
-3,088
| -0.3% | -$196K | 6.44% | 4 |
|
|
2018
Q1 | $68M | Sell |
1,034,109
-1,075,879
| -51% | -$70.8M | 6.82% | 5 |
|
|
2017
Q4 | $139M | Sell |
2,109,988
-262,159
| -11% | -$17.3M | 13.98% | 1 |
|
|
2017
Q3 | $152M | Buy |
2,372,147
+470,606
| +25% | +$30.2M | 16.39% | 1 |
|
|
2017
Q2 | $116M | Sell |
1,901,541
-112,200
| -6% | -$6.83M | 13.44% | 2 |
|
|
2017
Q1 | $117M | Buy |
2,013,741
+1,022,341
| +103% | +$59.2M | 14.01% | 2 |
|
|
2016
Q4 | $53.1M | Buy |
+991,400
| New | +$53.1M | 6.78% | 4 |
|