TFA
Tobias Financial Advisors’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 | $2.35M | Buy |
28,142
+1,323
| +5% | +$110K | 0.4% | 47 |
|
|
2025
Q1 | $2.03M | Buy |
26,819
+3,619
| +16% | +$274K | 0.39% | 39 |
|
|
2024
Q4 | $1.63M | Buy |
23,200
+18,951
| +446% | +$1.33M | 0.33% | 44 |
|
|
2024
Q3 | $332K | Hold |
4,249
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $309K | Buy |
4,249
+96
| +2% | +$6.97K | 0.07% | 80 |
|
|
2024
Q1 | $308K | Buy |
4,153
+89
| +2% | +$6.61K | 0.07% | 78 |
|
|
2023
Q4 | $286K | Hold |
4,064
| – | – | 0.07% | 77 |
|
|
2023
Q3 | $262K | Hold |
4,064
| – | – | 0.07% | 77 |
|
|
2023
Q2 | $274K | Hold |
4,064
| – | – | 0.07% | 79 |
|
|
2023
Q1 | $272K | Sell |
4,064
-6,531
| -62% | -$437K | 0.08% | 70 |
|
|
2022
Q4 | $653K | Buy |
10,595
+37
| +0.4% | +$2.28K | 0.21% | 58 |
|
|
2022
Q3 | $556K | Buy |
+10,558
| New | +$556K | 0.2% | 59 |
|