Sound Income Strategies’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 | $490K | Buy |
5,867
+118
| +2% | +$9.85K | 0.03% | 186 |
|
|
2025
Q1 | $435K | Sell |
5,749
-95
| -2% | -$7.19K | 0.03% | 193 |
|
|
2024
Q4 | $411K | Buy |
5,844
+16
| +0.3% | +$1.13K | 0.03% | 176 |
|
|
2024
Q3 | $455K | Buy |
5,828
+915
| +19% | +$71.4K | 0.03% | 166 |
|
|
2024
Q2 | $357K | Buy |
4,913
+44
| +0.9% | +$3.2K | 0.02% | 177 |
|
|
2024
Q1 | $361K | Buy |
4,869
+2,589
| +114% | +$192K | 0.03% | 173 |
|
|
2023
Q4 | $160K | Buy |
2,280
+1,737
| +320% | +$122K | 0.01% | 221 |
|
|
2023
Q3 | $34.9K | Buy |
543
+475
| +699% | +$30.5K | ﹤0.01% | 343 |
|
|
2023
Q2 | $4.57K | Sell |
68
-354
| -84% | -$23.8K | ﹤0.01% | 754 |
|
|
2023
Q1 | $28.2K | Buy |
422
+185
| +78% | +$12.4K | ﹤0.01% | 365 |
|
|
2022
Q4 | $14.6K | Sell |
237
-229
| -49% | -$14.1K | ﹤0.01% | 446 |
|
|
2022
Q3 | $25K | Sell |
466
-1,657
| -78% | -$88.9K | ﹤0.01% | 325 |
|
|
2022
Q2 | $125K | Buy |
2,123
+1,894
| +827% | +$112K | 0.02% | 154 |
|
|
2022
Q1 | $16K | Sell |
229
-88
| -28% | -$6.15K | ﹤0.01% | 389 |
|
|
2021
Q4 | $24K | Buy |
+317
| New | +$24K | ﹤0.01% | 337 |
|
|
2021
Q3 | – | Sell |
-92
| Closed | -$7K | – | 863 |
|
|
2021
Q2 | $7K | Sell |
92
-20
| -18% | -$1.52K | ﹤0.01% | 544 |
|
|
2021
Q1 | $8.09K | Buy |
112
+92
| +460% | +$6.64K | ﹤0.01% | 540 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 779 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 742 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 703 |
|
|
2020
Q1 | $1K | Sell |
20
-92
| -82% | -$4.6K | ﹤0.01% | 665 |
|
|
2019
Q4 | $7K | Buy |
112
+92
| +460% | +$5.75K | ﹤0.01% | 398 |
|
|
2019
Q3 | $1K | Sell |
20
-34
| -63% | -$1.7K | ﹤0.01% | 594 |
|
|
2019
Q2 | $3K | Buy |
54
+22
| +69% | +$1.22K | ﹤0.01% | 505 |
|
|
2019
Q1 | $2K | Sell |
32
-125
| -80% | -$7.81K | ﹤0.01% | 549 |
|
|
2018
Q4 | $9K | Sell |
157
-27
| -15% | -$1.55K | ﹤0.01% | 348 |
|
|
2018
Q3 | $12K | Sell |
184
-82
| -31% | -$5.35K | 0.01% | 314 |
|
|
2018
Q2 | $17K | Sell |
266
-75
| -22% | -$4.79K | 0.01% | 234 |
|
|
2018
Q1 | $22K | Buy |
+341
| New | +$22K | 0.01% | 186 |
|