Savvy Advisors Inc’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 | $5.72M | Buy |
68,478
+18,512
| +37% | +$1.55M | 0.38% | 47 |
|
2025
Q1 | $3.78M | Buy |
49,966
+40,484
| +427% | +$3.06M | 0.38% | 51 |
|
2024
Q4 | $666K | Sell |
9,482
-415
| -4% | -$29.2K | 0.08% | 204 |
|
2024
Q3 | $772K | Sell |
9,897
-23,175
| -70% | -$1.81M | 0.16% | 132 |
|
2024
Q2 | $2.4M | Buy |
33,072
+29,303
| +777% | +$2.13M | 0.78% | 25 |
|
2024
Q1 | $280K | Sell |
3,769
-1,272
| -25% | -$94.4K | 0.16% | 168 |
|
2023
Q4 | $355K | Buy |
+5,041
| New | +$355K | 0.34% | 89 |
|