Tiemann Investment 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 | $11.1M | Buy |
133,324
+830
| +0.6% | +$69.3K | 4.56% | 5 |
|
|
2025
Q1 | $10M | Buy |
132,494
+4,410
| +3% | +$334K | 4.55% | 5 |
|
|
2024
Q4 | $9M | Sell |
128,084
-2,357
| -2% | -$166K | 4% | 5 |
|
|
2024
Q3 | $10.2M | Sell |
130,441
-6,339
| -5% | -$495K | 4.39% | 5 |
|
|
2024
Q2 | $9.94M | Sell |
136,780
-1,186
| -0.9% | -$86.2K | 4.42% | 5 |
|
|
2024
Q1 | $10.2M | Buy |
137,966
+3,363
| +2% | +$250K | 4.58% | 5 |
|
|
2023
Q4 | $9.47M | Buy |
134,603
+7,798
| +6% | +$549K | 4.6% | 5 |
|
|
2023
Q3 | $8.16M | Buy |
126,805
+9,990
| +9% | +$643K | 4.36% | 5 |
|
|
2023
Q2 | $7.89M | Buy |
116,815
+6,790
| +6% | +$458K | 4.02% | 4 |
|
|
2023
Q1 | $7.36M | Buy |
110,025
+7,132
| +7% | +$477K | 4.02% | 4 |
|
|
2022
Q4 | $6.34M | Buy |
102,893
+4,296
| +4% | +$265K | 3.72% | 4 |
|
|
2022
Q3 | $5.19M | Buy |
98,597
+6,856
| +7% | +$361K | 3.37% | 4 |
|
|
2022
Q2 | $5.4M | Buy |
91,741
+2,591
| +3% | +$152K | 2.88% | 4 |
|
|
2022
Q1 | $6.2M | Buy |
89,150
+10,192
| +13% | +$708K | 2.87% | 4 |
|
|
2021
Q4 | $5.89M | Buy |
78,958
+6,080
| +8% | +$454K | 2.49% | 4 |
|
|
2021
Q3 | $5.41M | Buy |
72,878
+5,320
| +8% | +$395K | 2.57% | 4 |
|
|
2021
Q2 | $5.06M | Buy |
67,558
+1,620
| +2% | +$121K | 2.37% | 4 |
|
|
2021
Q1 | $4.75M | Buy |
65,938
+2,537
| +4% | +$183K | 2.37% | 4 |
|
|
2020
Q4 | $4.38M | Buy |
63,401
+9,624
| +18% | +$665K | 2.33% | 5 |
|
|
2020
Q3 | $3.24M | Buy |
53,777
+10,255
| +24% | +$618K | 2.01% | 6 |
|
|
2020
Q2 | $2.49M | Buy |
43,522
+17,857
| +70% | +$1.02M | 1.7% | 11 |
|
|
2020
Q1 | $1.28M | Buy |
25,665
+7,291
| +40% | +$364K | 1.11% | 21 |
|
|
2019
Q4 | $1.2M | Buy |
18,374
+1,260
| +7% | +$82.2K | 0.82% | 32 |
|
|
2019
Q3 | $1.05M | Buy |
17,114
+2,248
| +15% | +$137K | 0.76% | 40 |
|
|
2019
Q2 | $913K | Buy |
14,866
+3,687
| +33% | +$226K | 0.66% | 50 |
|
|
2019
Q1 | $679K | Buy |
11,179
+873
| +8% | +$53K | 0.52% | 54 |
|
|
2018
Q4 | $567K | Buy |
10,306
+5,780
| +128% | +$318K | 0.51% | 56 |
|
|
2018
Q3 | $290K | Buy |
+4,526
| New | +$290K | 0.22% | 128 |
|