Sax Wealth Advisors’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 | $2.31M | Buy |
27,712
+1,965
| +8% | +$164K | 0.14% | 91 |
|
|
2025
Q1 | $1.95M | Buy |
25,747
+389
| +2% | +$29.4K | 0.14% | 90 |
|
|
2024
Q4 | $1.78M | Sell |
25,358
-647
| -2% | -$45.5K | 0.14% | 82 |
|
|
2024
Q3 | $2.03M | Sell |
26,005
-243
| -0.9% | -$19K | 0.18% | 62 |
|
|
2024
Q2 | $1.91M | Buy |
26,248
+3
| +0% | +$218 | 0.18% | 60 |
|
|
2024
Q1 | $1.95M | Buy |
26,245
+352
| +1% | +$26.1K | 0.23% | 49 |
|
|
2023
Q4 | $1.82M | Sell |
25,893
-538
| -2% | -$37.8K | 0.3% | 55 |
|
|
2023
Q3 | $1.7M | Sell |
26,431
-220
| -0.8% | -$14.2K | 0.34% | 50 |
|
|
2023
Q2 | $1.8M | Sell |
26,651
-360
| -1% | -$24.3K | 0.36% | 49 |
|
|
2023
Q1 | $1.81M | Buy |
27,011
+475
| +2% | +$31.8K | 0.39% | 46 |
|
|
2022
Q4 | $1.64M | Sell |
26,536
-8,255
| -24% | -$509K | 0.38% | 46 |
|
|
2022
Q3 | $1.83M | Sell |
34,791
-6,561
| -16% | -$345K | 0.47% | 41 |
|
|
2022
Q2 | $2.43M | Sell |
41,352
-145
| -0.3% | -$8.54K | 0.62% | 32 |
|
|
2022
Q1 | $2.88M | Sell |
41,497
-1,155
| -3% | -$80.3K | 0.7% | 30 |
|
|
2021
Q4 | $3.18M | Buy |
42,652
+307
| +0.7% | +$22.9K | 0.66% | 32 |
|
|
2021
Q3 | $3.14M | Sell |
42,345
-245
| -0.6% | -$18.2K | 0.75% | 28 |
|
|
2021
Q2 | $3.19M | Buy |
42,590
+559
| +1% | +$41.8K | 1.09% | 24 |
|
|
2021
Q1 | $3.03M | Buy |
42,031
+1,114
| +3% | +$80.3K | 1.11% | 25 |
|
|
2020
Q4 | $2.83M | Buy |
+40,917
| New | +$2.83M | 1.3% | 21 |
|