Seneca Financial 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 | $234K | Sell |
2,800
-1
| -0% | -$83 | 0.09% | 51 |
|
|
2025
Q1 | $212K | Buy |
+2,801
| New | +$212K | 0.1% | 49 |
|
|
2024
Q4 | – | Sell |
-2,801
| Closed | -$219K | – | 57 |
|
|
2024
Q3 | $219K | Sell |
2,801
-754
| -21% | -$58.8K | 0.11% | 48 |
|
|
2024
Q2 | $258K | Buy |
3,555
+755
| +27% | +$54.8K | 0.13% | 49 |
|
|
2024
Q1 | $208K | Buy |
+2,800
| New | +$208K | 0.11% | 54 |
|
|
2023
Q4 | – | Sell |
-4,179
| Closed | -$269K | – | 58 |
|
|
2023
Q3 | $269K | Hold |
4,179
| – | – | 0.18% | 43 |
|
|
2023
Q2 | $282K | Buy |
4,179
+26
| +0.6% | +$1.76K | 0.19% | 43 |
|
|
2023
Q1 | $278K | Hold |
4,153
| – | – | 0.18% | 45 |
|
|
2022
Q4 | $256K | Buy |
4,153
+7
| +0.2% | +$432 | 0.16% | 43 |
|
|
2022
Q3 | $218K | Sell |
4,146
-34
| -0.8% | -$1.79K | 0.16% | 40 |
|
|
2022
Q2 | $246K | Buy |
4,180
+64
| +2% | +$3.77K | 0.17% | 38 |
|
|
2022
Q1 | $286K | Buy |
4,116
+2
| +0% | +$139 | 0.17% | 35 |
|
|
2021
Q4 | $307K | Buy |
4,114
+23
| +0.6% | +$1.72K | 0.18% | 37 |
|
|
2021
Q3 | $304K | Hold |
4,091
| – | – | 0.2% | 34 |
|
|
2021
Q2 | $306K | Buy |
4,091
+18
| +0.4% | +$1.35K | 0.2% | 34 |
|
|
2021
Q1 | $293K | Hold |
4,073
| – | – | 0.21% | 34 |
|
|
2020
Q4 | $281K | Buy |
+4,073
| New | +$281K | 0.21% | 32 |
|