TPG Financial 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 | $480K | Sell |
5,754
-878
| -13% | -$73.3K | 0.19% | 46 |
|
|
2025
Q1 | $502K | Buy |
6,632
+1,482
| +29% | +$112K | 0.22% | 43 |
|
|
2024
Q4 | $362K | Buy |
5,150
+368
| +8% | +$25.9K | 0.16% | 52 |
|
|
2024
Q3 | $373K | Sell |
4,782
-1
| -0% | -$78 | 0.17% | 50 |
|
|
2024
Q2 | $347K | Buy |
+4,783
| New | +$347K | 0.16% | 50 |
|
|
2023
Q4 | $281K | Buy |
4,010
+346
| +9% | +$24.2K | 0.14% | 53 |
|
|
2023
Q3 | $236K | Buy |
3,664
+219
| +6% | +$14.1K | 0.12% | 50 |
|
|
2023
Q2 | $233K | Hold |
3,445
| – | – | 0.12% | 47 |
|
|
2023
Q1 | $230K | Sell |
3,445
-226
| -6% | -$15.1K | 0.13% | 47 |
|
|
2022
Q4 | $226K | Buy |
+3,671
| New | +$226K | 0.14% | 43 |
|
|
2022
Q2 | – | Sell |
-3,219
| Closed | -$224K | – | 39 |
|
|
2022
Q1 | $224K | Buy |
+3,219
| New | +$224K | 0.14% | 38 |
|