TCI Wealth Advisors’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 | $860K | Buy |
10,303
+1,134
| +12% | +$94.7K | 0.06% | 108 |
|
|
2025
Q1 | $694K | Buy |
9,169
+3,697
| +68% | +$280K | 0.06% | 103 |
|
|
2024
Q4 | $385K | Sell |
5,472
-221
| -4% | -$15.5K | 0.03% | 151 |
|
|
2024
Q3 | $444K | Buy |
5,693
+127
| +2% | +$9.91K | 0.04% | 142 |
|
|
2024
Q2 | $404K | Buy |
+5,566
| New | +$404K | 0.04% | 143 |
|
|
2023
Q2 | – | Sell |
-65
| Closed | -$4.35K | – | 1141 |
|
|
2023
Q1 | $4.35K | Sell |
65
-52
| -44% | -$3.48K | ﹤0.01% | 1625 |
|
|
2022
Q4 | $7.21K | Sell |
117
-223
| -66% | -$13.7K | ﹤0.01% | 1290 |
|
|
2022
Q3 | $18K | Buy |
340
+275
| +423% | +$14.6K | ﹤0.01% | 702 |
|
|
2022
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 1628 |
|
|
2022
Q1 | $5K | Sell |
65
-883
| -93% | -$67.9K | ﹤0.01% | 1552 |
|
|
2021
Q4 | $71K | Sell |
948
-159
| -14% | -$11.9K | 0.01% | 324 |
|
|
2021
Q3 | $82K | Buy |
1,107
+754
| +214% | +$55.9K | 0.01% | 308 |
|
|
2021
Q2 | $26K | Buy |
353
+241
| +215% | +$17.8K | ﹤0.01% | 529 |
|
|
2021
Q1 | $8K | Hold |
112
| – | – | ﹤0.01% | 963 |
|
|
2020
Q4 | $8K | Hold |
112
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $6K | Sell |
112
-63
| -36% | -$3.38K | ﹤0.01% | 676 |
|
|
2020
Q1 | $9K | Buy |
175
+47
| +37% | +$2.42K | ﹤0.01% | 579 |
|
|
2019
Q4 | $8K | Buy |
+128
| New | +$8K | ﹤0.01% | 746 |
|
|
2019
Q3 | – | Sell |
-54
| Closed | -$3K | – | 1543 |
|
|
2019
Q2 | $3K | Sell |
54
-12
| -18% | -$667 | ﹤0.01% | 894 |
|
|
2019
Q1 | $4K | Sell |
66
-215
| -77% | -$13K | ﹤0.01% | 841 |
|
|
2018
Q4 | $15K | Buy |
+281
| New | +$15K | 0.01% | 523 |
|
|
2018
Q1 | – | Sell |
-536
| Closed | -$35K | – | 1387 |
|
|
2017
Q4 | $35K | Buy |
+536
| New | +$35K | 0.02% | 396 |
|
|
2016
Q2 | – | Sell |
-989
| Closed | -$53K | – | 1334 |
|
|
2016
Q1 | $53K | Buy |
+989
| New | +$53K | 0.03% | 296 |
|
|
2015
Q1 | – | Sell |
-50
| Closed | -$3K | – | 909 |
|
|
2014
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 658 |
|