Seven Springs Wealth Group’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 | $979K | Hold |
11,729
| – | – | 0.24% | 36 |
|
|
2025
Q1 | $887K | Sell |
11,729
-87
| -0.7% | -$6.58K | 0.32% | 33 |
|
|
2024
Q4 | $830K | Sell |
11,816
-27
| -0.2% | -$1.9K | 0.31% | 38 |
|
|
2024
Q3 | $924K | Hold |
11,843
| – | – | 0.34% | 33 |
|
|
2024
Q2 | $860K | Sell |
11,843
-62
| -0.5% | -$4.5K | 0.34% | 33 |
|
|
2024
Q1 | $884K | Buy |
11,905
+62
| +0.5% | +$4.6K | 0.34% | 32 |
|
|
2023
Q4 | $833K | Hold |
11,843
| – | – | 0.38% | 31 |
|
|
2023
Q3 | $762K | Sell |
11,843
-186
| -2% | -$12K | 0.37% | 32 |
|
|
2023
Q2 | $812K | Sell |
12,029
-37
| -0.3% | -$2.5K | 0.39% | 30 |
|
|
2023
Q1 | $807K | Hold |
12,066
| – | – | 0.4% | 31 |
|
|
2022
Q4 | $744K | Sell |
12,066
-329
| -3% | -$20.3K | 0.36% | 31 |
|
|
2022
Q3 | $653K | Sell |
12,395
-1,450
| -10% | -$76.4K | 0.35% | 33 |
|
|
2022
Q2 | $815K | Sell |
13,845
-3,476
| -20% | -$205K | 0.41% | 31 |
|
|
2022
Q1 | $1.2M | Sell |
17,321
-45,432
| -72% | -$3.16M | 0.57% | 22 |
|
|
2021
Q4 | $4.68M | Buy |
62,753
+1,191
| +2% | +$88.9K | 2.14% | 11 |
|
|
2021
Q3 | $4.57M | Buy |
61,562
+544
| +0.9% | +$40.4K | 2.24% | 11 |
|
|
2021
Q2 | $4.57M | Buy |
61,018
+5,109
| +9% | +$382K | 1.98% | 12 |
|
|
2021
Q1 | $4.03M | Buy |
55,909
+6,414
| +13% | +$462K | 1.9% | 12 |
|
|
2020
Q4 | $3.42M | Sell |
49,495
-2,046
| -4% | -$141K | 1.77% | 12 |
|
|
2020
Q3 | $3.11M | Sell |
51,541
-37,487
| -42% | -$2.26M | 1.95% | 11 |
|
|
2020
Q2 | $5.09M | Buy |
89,028
+488
| +0.6% | +$27.9K | 3.24% | 8 |
|
|
2020
Q1 | $4.42M | Sell |
88,540
-82,055
| -48% | -$4.09M | 3.11% | 8 |
|
|
2019
Q4 | $11.1M | Buy |
+170,595
| New | +$11.1M | 7.55% | 4 |
|