Signature Estate & Investment 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 | $1.61M | Buy |
19,232
+4,450
| +30% | +$371K | 0.04% | 181 |
|
|
2025
Q1 | $1.12M | Buy |
14,782
+300
| +2% | +$22.7K | 0.03% | 198 |
|
|
2024
Q4 | $1.02M | Sell |
14,482
-3,368
| -19% | -$237K | 0.03% | 212 |
|
|
2024
Q3 | $1.39M | Sell |
17,850
-991
| -5% | -$77.3K | 0.03% | 165 |
|
|
2024
Q2 | $1.37M | Buy |
+18,841
| New | +$1.37M | 0.03% | 158 |
|
|
2022
Q4 | – | Sell |
-3,874
| Closed | -$204K | – | 184 |
|
|
2022
Q3 | $204K | Sell |
3,874
-634
| -14% | -$33.4K | 0.01% | 160 |
|
|
2022
Q2 | $265K | Buy |
4,508
+21
| +0.5% | +$1.23K | 0.01% | 145 |
|
|
2022
Q1 | $312K | Buy |
4,487
+626
| +16% | +$43.5K | 0.01% | 133 |
|
|
2021
Q4 | $288K | Sell |
3,861
-44
| -1% | -$3.28K | 0.01% | 144 |
|
|
2021
Q3 | $290K | Sell |
3,905
-732
| -16% | -$54.4K | 0.01% | 137 |
|
|
2021
Q2 | $347K | Buy |
4,637
+29
| +0.6% | +$2.17K | 0.02% | 127 |
|
|
2021
Q1 | $332K | Buy |
4,608
+241
| +6% | +$17.4K | 0.02% | 130 |
|
|
2020
Q4 | $302K | Sell |
4,367
-900
| -17% | -$62.2K | 0.02% | 130 |
|
|
2020
Q3 | $317K | Buy |
5,267
+860
| +20% | +$51.8K | 0.02% | 125 |
|
|
2020
Q2 | $252K | Sell |
4,407
-48,664
| -92% | -$2.78M | 0.02% | 127 |
|
|
2020
Q1 | $2.65M | Sell |
53,071
-1,365
| -3% | -$68.1K | 0.21% | 56 |
|
|
2019
Q4 | $3.55M | Sell |
54,436
-760
| -1% | -$49.6K | 0.22% | 64 |
|
|
2019
Q3 | $3.37M | Sell |
55,196
-1,063
| -2% | -$64.9K | 0.22% | 61 |
|
|
2019
Q2 | $3.45M | Buy |
56,259
+4,885
| +10% | +$300K | 0.23% | 61 |
|
|
2019
Q1 | $3.12M | Sell |
51,374
-6,472
| -11% | -$393K | 0.21% | 63 |
|
|
2018
Q4 | $3.18M | Sell |
57,846
-3,712
| -6% | -$204K | 0.28% | 56 |
|
|
2018
Q3 | $3.95M | Buy |
61,558
+3,053
| +5% | +$196K | 0.35% | 45 |
|
|
2018
Q2 | $3.71M | Sell |
58,505
-455
| -0.8% | -$28.8K | 0.35% | 44 |
|
|
2018
Q1 | $3.88M | Buy |
58,960
+5,652
| +11% | +$372K | 0.39% | 44 |
|
|
2017
Q4 | $3.52M | Buy |
53,308
+1,556
| +3% | +$103K | 0.36% | 50 |
|
|
2017
Q3 | $3.32M | Sell |
51,752
-266
| -0.5% | -$17.1K | 0.37% | 47 |
|
|
2017
Q2 | $3.17M | Sell |
52,018
-236
| -0.5% | -$14.4K | 0.38% | 48 |
|
|
2017
Q1 | $3.03M | Sell |
52,254
-648
| -1% | -$37.6K | 0.38% | 46 |
|
|
2016
Q4 | $2.84M | Buy |
52,902
+4,438
| +9% | +$238K | 0.39% | 49 |
|
|
2016
Q3 | $2.67M | Sell |
48,464
-4,649
| -9% | -$256K | 0.39% | 49 |
|
|
2016
Q2 | $2.76M | Sell |
53,113
-3,364
| -6% | -$175K | 0.44% | 42 |
|
|
2016
Q1 | $3M | Sell |
56,477
-12,702
| -18% | -$675K | 0.49% | 41 |
|
|
2015
Q4 | $3.76M | Buy |
+69,179
| New | +$3.76M | 0.65% | 42 |
|