Strategic Blueprint’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 | $3.25M | Buy |
38,910
+60
| +0.2% | +$5.01K | 0.16% | 143 |
|
2025
Q1 | $2.94M | Buy |
38,850
+6,941
| +22% | +$525K | 0.16% | 137 |
|
2024
Q4 | $2.24M | Buy |
31,909
+1,005
| +3% | +$70.6K | 0.13% | 141 |
|
2024
Q3 | $2.41M | Buy |
30,904
+12,148
| +65% | +$948K | 0.15% | 130 |
|
2024
Q2 | $1.36M | Sell |
18,756
-1,083
| -5% | -$78.7K | 0.09% | 195 |
|
2024
Q1 | $1.47M | Buy |
19,839
+2,057
| +12% | +$153K | 0.1% | 182 |
|
2023
Q4 | $1.25M | Buy |
17,782
+2,569
| +17% | +$181K | 0.1% | 189 |
|
2023
Q3 | $979K | Buy |
15,213
+10,414
| +217% | +$670K | 0.09% | 209 |
|
2023
Q2 | $324K | Buy |
4,799
+905
| +23% | +$61.1K | 0.03% | 403 |
|
2023
Q1 | $260K | Sell |
3,894
-192
| -5% | -$12.8K | 0.03% | 446 |
|
2022
Q4 | $252K | Sell |
4,086
-1,250
| -23% | -$77.1K | 0.03% | 439 |
|
2022
Q3 | $281K | Sell |
5,336
-2,120
| -28% | -$112K | 0.03% | 385 |
|
2022
Q2 | $439K | Buy |
7,456
+2,960
| +66% | +$174K | 0.05% | 292 |
|
2022
Q1 | $312K | Sell |
4,496
-1,479
| -25% | -$103K | 0.04% | 376 |
|
2021
Q4 | $446K | Buy |
5,975
+1,391
| +30% | +$104K | 0.06% | 282 |
|
2021
Q3 | $340K | Buy |
4,584
+2,442
| +114% | +$181K | 0.05% | 298 |
|
2021
Q2 | $160K | Buy |
+2,142
| New | +$160K | 0.03% | 395 |
|
2019
Q4 | – | Sell |
-200
| Closed | -$12K | – | 238 |
|
2019
Q3 | $12K | Buy |
+200
| New | +$12K | 0.01% | 280 |
|