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Simplicity Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$6.09M Buy
86,595
+2,068
+2% +$145K 0.17% 110
2023
Q3
$5.44M Buy
84,527
+5,461
+7% +$351K 0.17% 113
2023
Q2
$5.34M Sell
79,066
-10,492
-12% -$708K 0.15% 135
2023
Q1
$5.99M Buy
89,558
+41,245
+85% +$2.76M 0.16% 127
2022
Q4
$2.98M Sell
48,313
-12,397
-20% -$764K 0.41% 43
2022
Q3
$3.2M Sell
60,710
-77,899
-56% -$4.1M 0.46% 40
2022
Q2
$8.16M Buy
138,609
+66,526
+92% +$3.92M 1.06% 14
2022
Q1
$5.01M Sell
72,083
-31,333
-30% -$2.18M 0.62% 32
2021
Q4
$7.72M Buy
103,416
+45,779
+79% +$3.42M 0.86% 17
2021
Q3
$4.28M Buy
57,637
+20,809
+57% +$1.55M 0.66% 25
2021
Q2
$2.76M Buy
36,828
+1,842
+5% +$138K 0.55% 31
2021
Q1
$2.52M Sell
34,986
-153,656
-81% -$11.1M 0.55% 33
2020
Q4
$13M Buy
188,642
+10,843
+6% +$749K 0.19% 114
2020
Q3
$10.7M Sell
177,799
-68,812
-28% -$4.15M 0.2% 104
2020
Q2
$14.1M Buy
246,611
+85,800
+53% +$4.9M 0.28% 77
2020
Q1
$8.02M Buy
160,811
+55,960
+53% +$2.79M 0.25% 69
2019
Q4
$6.84M Buy
104,851
+46,034
+78% +$3M 0.21% 88
2019
Q3
$3.59M Buy
58,817
+871
+2% +$53.2K 0.15% 121
2019
Q2
$3.56M Buy
57,946
+20,970
+57% +$1.29M 0.15% 107
2019
Q1
$2.25M Buy
36,976
+22,662
+158% +$1.38M 0.13% 145
2018
Q4
$788K Sell
14,314
-11,642
-45% -$641K 0.1% 217
2018
Q3
$1.66M Buy
25,956
+17,790
+218% +$1.14M 0.1% 121
2018
Q2
$517K Buy
8,166
+3,452
+73% +$219K 0.04% 246
2018
Q1
$311K Sell
4,714
-4,733
-50% -$312K 0.03% 277
2017
Q4
$624K Sell
9,447
-1,118
-11% -$73.8K 0.06% 189
2017
Q3
$678K Sell
10,565
-28,216
-73% -$1.81M 0.46% 44
2017
Q2
$2.36M Sell
38,781
-37,682
-49% -$2.29M 0.28% 64
2017
Q1
$4.43M Sell
76,463
-155,766
-67% -$9.03M 0.68% 19
2016
Q4
$12.5M Buy
232,229
+213,279
+1,125% +$11.4M 2.87% 6
2016
Q3
$1.05M Buy
18,950
+4,223
+29% +$233K 0.51% 44
2016
Q2
$764K Buy
14,727
+2,222
+18% +$115K 0.41% 67
2016
Q1
$665K Sell
12,505
-44,280
-78% -$2.35M 0.41% 77
2015
Q4
$3.09M Buy
+56,785
New +$3.09M 0.37% 71