Scarborough 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 | $9.34M | Buy |
111,877
+19,437
| +21% | +$1.62M | 1.85% | 16 |
|
2025
Q1 | $6.99M | Buy |
92,440
+4,463
| +5% | +$338K | 1% | 30 |
|
2024
Q4 | $6.18M | Buy |
87,977
+85,370
| +3,275% | +$6M | 0.87% | 30 |
|
2024
Q3 | $203K | Sell |
2,607
-92
| -3% | -$7.18K | 0.03% | 86 |
|
2024
Q2 | $196K | Buy |
2,699
+41
| +2% | +$2.98K | 0.08% | 51 |
|
2024
Q1 | $197K | Sell |
2,658
-661
| -20% | -$49.1K | 0.09% | 48 |
|
2023
Q4 | $233K | Buy |
+3,319
| New | +$233K | 0.05% | 72 |
|
2023
Q2 | – | Sell |
-4,155
| Closed | -$278K | – | 74 |
|
2023
Q1 | $278K | Sell |
4,155
-901
| -18% | -$60.2K | 0.07% | 56 |
|
2022
Q4 | $312K | Sell |
5,056
-1,946
| -28% | -$120K | 0.08% | 45 |
|
2022
Q3 | $369K | Sell |
7,002
-625
| -8% | -$32.9K | 0.12% | 48 |
|
2022
Q2 | $449K | Sell |
7,627
-21,372
| -74% | -$1.26M | 0.15% | 44 |
|
2022
Q1 | $2.02M | Sell |
28,999
-62,596
| -68% | -$4.35M | 0.64% | 32 |
|
2021
Q4 | $6.84M | Buy |
+91,595
| New | +$6.84M | 2.35% | 15 |
|