StrongBox Wealth’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 | $1.82M | Buy |
21,795
+526
| +2% | +$43.9K | 0.69% | 41 |
|
|
2025
Q1 | $1.61M | Sell |
21,269
-1,704
| -7% | -$129K | 0.67% | 40 |
|
|
2024
Q4 | $1.61M | Buy |
22,973
+1,088
| +5% | +$76.5K | 0.68% | 41 |
|
|
2024
Q3 | $1.71M | Sell |
21,885
-1,305
| -6% | -$102K | 0.73% | 38 |
|
|
2024
Q2 | $1.68M | Buy |
23,190
+2,725
| +13% | +$198K | 0.8% | 36 |
|
|
2024
Q1 | $1.52M | Sell |
20,465
-4,130
| -17% | -$307K | 0.8% | 40 |
|
|
2023
Q4 | $1.73M | Buy |
24,595
+160
| +0.7% | +$11.3K | 1.01% | 34 |
|
|
2023
Q3 | $1.57M | Buy |
24,435
+4,019
| +20% | +$259K | 1% | 37 |
|
|
2023
Q2 | $1.38M | Buy |
20,416
+7,328
| +56% | +$495K | 0.87% | 39 |
|
|
2023
Q1 | $875K | Buy |
+13,088
| New | +$875K | 0.59% | 50 |
|
|
2022
Q2 | – | Sell |
-6,815
| Closed | -$474K | – | 84 |
|
|
2022
Q1 | $474K | Sell |
6,815
-725
| -10% | -$50.4K | 0.27% | 64 |
|
|
2021
Q4 | $563K | Buy |
7,540
+1,476
| +24% | +$110K | 0.28% | 62 |
|
|
2021
Q3 | $450K | Buy |
6,064
+135
| +2% | +$10K | 0.25% | 70 |
|
|
2021
Q2 | $444K | Buy |
+5,929
| New | +$444K | 0.25% | 70 |
|
|
2020
Q2 | – | Sell |
-8,888
| Closed | -$443K | – | 87 |
|
|
2020
Q1 | $443K | Buy |
+8,888
| New | +$443K | 0.5% | 52 |
|