Summit Investment Advisory Services’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 | $569K | Buy |
+6,816
| New | +$569K | 0.48% | 37 |
|
|
2024
Q3 | – | Sell |
-5,087
| Closed | -$370K | – | 88 |
|
|
2024
Q2 | $370K | Buy |
5,087
+235
| +5% | +$17.1K | 0.43% | 35 |
|
|
2024
Q1 | $360K | Buy |
4,852
+1,269
| +35% | +$94.2K | 0.21% | 45 |
|
|
2023
Q4 | $252K | Buy |
3,583
+11
| +0.3% | +$774 | 0.16% | 50 |
|
|
2023
Q3 | $230K | Sell |
3,572
-884
| -20% | -$56.9K | 0.17% | 47 |
|
|
2023
Q2 | $301K | Buy |
+4,456
| New | +$301K | 0.2% | 40 |
|