Savant Capital’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 | $16.1M | Buy |
193,061
+3,752
| +2% | +$313K | 0.1% | 127 |
|
|
2025
Q1 | $14.3M | Sell |
189,309
-19,306
| -9% | -$1.46M | 0.1% | 127 |
|
|
2024
Q4 | $14.7M | Sell |
208,615
-5,457
| -3% | -$384K | 0.12% | 115 |
|
|
2024
Q3 | $16.7M | Buy |
214,072
+27,601
| +15% | +$2.15M | 0.14% | 105 |
|
|
2024
Q2 | $13.5M | Buy |
186,471
+1,477
| +0.8% | +$107K | 0.14% | 114 |
|
|
2024
Q1 | $13.7M | Sell |
184,994
-5,449
| -3% | -$404K | 0.16% | 103 |
|
|
2023
Q4 | $13.4M | Sell |
190,443
-906
| -0.5% | -$63.7K | 0.17% | 99 |
|
|
2023
Q3 | $12.3M | Sell |
191,349
-10,550
| -5% | -$679K | 0.18% | 99 |
|
|
2023
Q2 | $13.6M | Buy |
201,899
+49,732
| +33% | +$3.36M | 0.21% | 90 |
|
|
2023
Q1 | $10.2M | Buy |
152,167
+13,132
| +9% | +$878K | 0.19% | 86 |
|
|
2022
Q4 | $2.26M | Buy |
139,035
+87,780
| +171% | +$1.43M | 0.06% | 151 |
|
|
2022
Q3 | $2.7M | Buy |
51,255
+45
| +0.1% | +$2.37K | 0.08% | 124 |
|
|
2022
Q2 | $3.01M | Buy |
51,210
+20,272
| +66% | +$1.19M | 0.09% | 118 |
|
|
2022
Q1 | $2.15M | Buy |
30,938
+2,520
| +9% | +$175K | 0.07% | 143 |
|
|
2021
Q4 | $2.12M | Buy |
28,418
+959
| +3% | +$71.6K | 0.07% | 149 |
|
|
2021
Q3 | $2.04M | Sell |
27,459
-4,073
| -13% | -$302K | 0.07% | 145 |
|
|
2021
Q2 | $2.36M | Sell |
31,532
-2,566
| -8% | -$192K | 0.1% | 114 |
|
|
2021
Q1 | $2.46M | Buy |
34,098
+8,403
| +33% | +$605K | 0.13% | 102 |
|
|
2020
Q4 | $1.78M | Buy |
25,695
+5,482
| +27% | +$379K | 0.1% | 130 |
|
|
2020
Q3 | $1.22M | Sell |
20,213
-1,739
| -8% | -$105K | 0.08% | 152 |
|
|
2020
Q2 | $1.26M | Sell |
21,952
-8,523
| -28% | -$487K | 0.1% | 145 |
|
|
2020
Q1 | $1.52M | Sell |
30,475
-15,253
| -33% | -$761K | 0.14% | 121 |
|
|
2019
Q4 | $2.98M | Buy |
45,728
+226
| +0.5% | +$14.7K | 0.37% | 61 |
|
|
2019
Q3 | $2.78M | Sell |
45,502
-1,338
| -3% | -$81.7K | 0.39% | 58 |
|
|
2019
Q2 | $2.88M | Sell |
46,840
-366
| -0.8% | -$22.5K | 0.41% | 58 |
|
|
2019
Q1 | $2.87M | Sell |
47,206
-17,033
| -27% | -$1.04M | 0.54% | 48 |
|
|
2018
Q4 | $3.53M | Sell |
64,239
-34,722
| -35% | -$1.91M | 0.74% | 34 |
|
|
2018
Q3 | $6.34M | Buy |
+98,961
| New | +$6.34M | 1.14% | 18 |
|