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