TFM
TFC Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
16,973
-100
| -0.6% | -$8.35K | 0.19% | 41 |
|
|
2025
Q1 | $1.29M | Buy |
17,073
+350
| +2% | +$26.5K | 0.2% | 38 |
|
|
2024
Q4 | $1.18M | Buy |
16,723
+1,360
| +9% | +$95.6K | 0.19% | 41 |
|
|
2024
Q3 | $1.2M | Hold |
15,363
| – | – | 0.19% | 39 |
|
|
2024
Q2 | $1.12M | Buy |
15,363
+1,260
| +9% | +$91.5K | 0.2% | 42 |
|
|
2024
Q1 | $1.05M | Buy |
14,103
+1,775
| +14% | +$132K | 0.19% | 42 |
|
|
2023
Q4 | $867K | Buy |
12,328
+1,403
| +13% | +$98.7K | 0.18% | 47 |
|
|
2023
Q3 | $703K | Hold |
10,925
| – | – | 0.17% | 45 |
|
|
2023
Q2 | $737K | Hold |
10,925
| – | – | 0.18% | 45 |
|
|
2023
Q1 | $730K | Buy |
+10,925
| New | +$730K | 0.19% | 41 |
|
|
2022
Q4 | – | Sell |
-1,820
| Closed | -$96K | – | 549 |
|
|
2022
Q3 | $96K | Hold |
1,820
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $107K | Hold |
1,820
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $127K | Hold |
1,820
| – | – | 0.04% | 141 |
|
|
2021
Q4 | $136K | Hold |
1,820
| – | – | 0.04% | 137 |
|
|
2021
Q3 | $135K | Buy |
+1,820
| New | +$135K | 0.04% | 134 |
|