Sequoia 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 | $11.9M | Buy |
142,157
+7,956
| +6% | +$664K | 0.08% | 172 |
|
|
2025
Q1 | $10.2M | Buy |
134,201
+92,124
| +219% | +$6.97M | 0.08% | 186 |
|
|
2024
Q4 | $2.96M | Buy |
42,077
+2,745
| +7% | +$193K | 0.03% | 328 |
|
|
2024
Q3 | $3.07M | Buy |
39,332
+1,695
| +5% | +$132K | 0.03% | 285 |
|
|
2024
Q2 | $2.73M | Buy |
37,637
+1,494
| +4% | +$109K | 0.03% | 265 |
|
|
2024
Q1 | $2.68M | Sell |
36,143
-16,024
| -31% | -$1.19M | 0.03% | 279 |
|
|
2023
Q4 | $3.67M | Buy |
52,167
+24,398
| +88% | +$1.72M | 0.05% | 249 |
|
|
2023
Q3 | $1.79M | Buy |
27,769
+8,305
| +43% | +$534K | 0.03% | 240 |
|
|
2023
Q2 | $1.31M | Sell |
19,464
-17,915
| -48% | -$1.21M | 0.02% | 301 |
|
|
2023
Q1 | $2.5M | Sell |
37,379
-2,720
| -7% | -$182K | 0.06% | 187 |
|
|
2022
Q4 | $2.47M | Buy |
40,099
+18,216
| +83% | +$1.12M | 0.06% | 180 |
|
|
2022
Q3 | $1.15M | Sell |
21,883
-9,573
| -30% | -$504K | 0.04% | 204 |
|
|
2022
Q2 | $1.85M | Buy |
31,456
+6,328
| +25% | +$372K | 0.05% | 183 |
|
|
2022
Q1 | $1.75M | Buy |
25,128
+14,419
| +135% | +$1M | 0.04% | 201 |
|
|
2021
Q4 | $799K | Buy |
+10,709
| New | +$799K | 0.02% | 255 |
|
|
2021
Q3 | – | Sell |
-3,981
| Closed | -$298K | – | 341 |
|
|
2021
Q2 | $298K | Buy |
3,981
+408
| +11% | +$30.5K | 0.01% | 381 |
|
|
2021
Q1 | $257K | Sell |
3,573
-62
| -2% | -$4.46K | 0.01% | 375 |
|
|
2020
Q4 | $251K | Buy |
+3,635
| New | +$251K | 0.01% | 349 |
|
|
2020
Q2 | – | Sell |
-9,113
| Closed | -$455K | – | 380 |
|
|
2020
Q1 | $455K | Sell |
9,113
-14,738
| -62% | -$736K | 0.03% | 207 |
|
|
2019
Q4 | $1.56M | Buy |
23,851
+18,181
| +321% | +$1.19M | 0.1% | 112 |
|
|
2019
Q3 | $346K | Sell |
5,670
-1,519
| -21% | -$92.7K | 0.03% | 257 |
|
|
2019
Q2 | $441K | Buy |
7,189
+1,091
| +18% | +$66.9K | 0.03% | 216 |
|
|
2019
Q1 | $371K | Buy |
6,098
+81
| +1% | +$4.93K | 0.03% | 239 |
|
|
2018
Q4 | $331K | Buy |
+6,017
| New | +$331K | 0.04% | 190 |
|
|
2018
Q3 | – | Sell |
-3,414
| Closed | -$216K | – | 327 |
|
|
2018
Q2 | $216K | Buy |
+3,414
| New | +$216K | 0.02% | 282 |
|
|
2016
Q4 | – | Sell |
-21,688
| Closed | -$1.2M | – | 278 |
|
|
2016
Q3 | $1.2M | Sell |
21,688
-18,216
| -46% | -$1M | 0.22% | 73 |
|
|
2016
Q2 | $2.07M | Buy |
39,904
+300
| +0.8% | +$15.6K | 0.58% | 43 |
|
|
2016
Q1 | $2.11M | Buy |
+39,604
| New | +$2.11M | 0.68% | 35 |
|