Sheets Smith Wealth Management’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 | $1.02M | Buy |
12,172
+8,868
| +268% | +$740K | 0.12% | 163 |
|
|
2025
Q1 | $250K | Hold |
3,304
| – | – | 0.03% | 320 |
|
|
2024
Q4 | $232K | Buy |
+3,304
| New | +$232K | 0.03% | 351 |
|
|
2024
Q3 | – | Sell |
-3,302
| Closed | -$240K | – | 385 |
|
|
2024
Q2 | $240K | Sell |
3,302
-378
| -10% | -$27.5K | 0.03% | 343 |
|
|
2024
Q1 | $273K | Buy |
3,680
+381
| +12% | +$28.3K | 0.03% | 329 |
|
|
2023
Q4 | $232K | Sell |
3,299
-199
| -6% | -$14K | 0.03% | 317 |
|
|
2023
Q3 | $225K | Sell |
3,498
-21
| -0.6% | -$1.35K | 0.03% | 295 |
|
|
2023
Q2 | $238K | Buy |
+3,519
| New | +$238K | 0.03% | 297 |
|
|
2019
Q3 | – | Sell |
-4,505
| Closed | -$277K | – | 306 |
|
|
2019
Q2 | $277K | Sell |
4,505
-40
| -0.9% | -$2.46K | 0.06% | 276 |
|
|
2019
Q1 | $276K | Sell |
4,545
-660
| -13% | -$40.1K | 0.06% | 280 |
|
|
2018
Q4 | $286K | Sell |
5,205
-685
| -12% | -$37.6K | 0.08% | 236 |
|
|
2018
Q3 | $377K | Buy |
5,890
+396
| +7% | +$25.3K | 0.08% | 260 |
|
|
2018
Q2 | $348K | Buy |
5,494
+1,725
| +46% | +$109K | 0.08% | 246 |
|
|
2018
Q1 | $248K | Hold |
3,769
| – | – | 0.06% | 277 |
|
|
2017
Q4 | $249K | Buy |
+3,769
| New | +$249K | 0.06% | 289 |
|