Secure Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
4,395
+336
| +8% | +$28.1K | 0.07% | 225 |
|
|
2025
Q1 | $307K | Sell |
4,059
-200
| -5% | -$15.1K | 0.06% | 228 |
|
|
2024
Q4 | $299K | Sell |
4,259
-1,437
| -25% | -$101K | 0.05% | 251 |
|
|
2024
Q3 | $445K | Hold |
5,696
| – | – | 0.07% | 195 |
|
|
2024
Q2 | $414K | Buy |
5,696
+469
| +9% | +$34.1K | 0.08% | 182 |
|
|
2024
Q1 | $388K | Buy |
5,227
+74
| +1% | +$5.49K | 0.09% | 146 |
|
|
2023
Q4 | $363K | Buy |
5,153
+443
| +9% | +$31.2K | 0.1% | 152 |
|
|
2023
Q3 | $303K | Buy |
+4,710
| New | +$303K | 0.09% | 157 |
|
|
2021
Q4 | – | Sell |
-2,900
| Closed | -$215K | – | 211 |
|
|
2021
Q3 | $215K | Sell |
2,900
-2,704
| -48% | -$200K | 0.11% | 164 |
|
|
2021
Q2 | $419K | Sell |
5,604
-527
| -9% | -$39.4K | 0.21% | 97 |
|
|
2021
Q1 | $442K | Sell |
6,131
-429
| -7% | -$30.9K | 0.25% | 89 |
|
|
2020
Q4 | $453K | Sell |
6,560
-852
| -11% | -$58.8K | 0.27% | 80 |
|
|
2020
Q3 | $447K | Sell |
7,412
-5,241
| -41% | -$316K | 0.31% | 75 |
|
|
2020
Q2 | $723K | Buy |
12,653
+3,139
| +33% | +$179K | 0.51% | 51 |
|
|
2020
Q1 | $475K | Buy |
9,514
+1,000
| +12% | +$49.9K | 0.51% | 50 |
|
|
2019
Q4 | $555K | Buy |
+8,514
| New | +$555K | 0.39% | 70 |
|