TI
tru Independence’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 | $792K | Sell |
9,491
-40
| -0.4% | -$3.34K | 0.23% | 63 |
|
|
2025
Q1 | $721K | Sell |
9,531
-337
| -3% | -$25.5K | 0.22% | 67 |
|
|
2024
Q4 | $694K | Buy |
9,868
+65
| +0.7% | +$4.57K | 0.22% | 66 |
|
|
2024
Q3 | $765K | Buy |
9,803
+1,563
| +19% | +$122K | 0.22% | 66 |
|
|
2024
Q2 | $599K | Sell |
8,240
-2,580
| -24% | -$187K | 0.18% | 70 |
|
|
2024
Q1 | $803K | Sell |
10,820
-2,321
| -18% | -$172K | 0.24% | 69 |
|
|
2023
Q4 | $924K | Sell |
13,141
-21,600
| -62% | -$1.52M | 0.28% | 68 |
|
|
2023
Q3 | $2.24M | Sell |
34,741
-1,294
| -4% | -$83.3K | 0.77% | 50 |
|
|
2023
Q2 | $2.43M | Sell |
36,035
-703
| -2% | -$47.5K | 0.8% | 50 |
|
|
2023
Q1 | $2.46M | Sell |
36,738
-3,657
| -9% | -$244K | 0.79% | 52 |
|
|
2022
Q4 | $2.49M | Sell |
40,395
-1,300
| -3% | -$80.1K | 0.81% | 51 |
|
|
2022
Q3 | $2.2M | Sell |
41,695
-1,327
| -3% | -$69.9K | 0.78% | 52 |
|
|
2022
Q2 | $2.53M | Sell |
43,022
-5,046
| -10% | -$297K | 0.81% | 52 |
|
|
2022
Q1 | $3.34M | Sell |
48,068
-2,292
| -5% | -$159K | 0.91% | 51 |
|
|
2021
Q4 | $3.76M | Buy |
50,360
+959
| +2% | +$71.6K | 1.02% | 49 |
|
|
2021
Q3 | $3.67M | Sell |
49,401
-2,148
| -4% | -$159K | 1.03% | 54 |
|
|
2021
Q2 | $3.86M | Sell |
51,549
-67,470
| -57% | -$5.05M | 1.14% | 47 |
|
|
2021
Q1 | $8.58M | Buy |
+119,019
| New | +$8.58M | 1.62% | 7 |
|
|
2020
Q1 | – | Sell |
-75,618
| Closed | -$3.79M | – | 794 |
|
|
2019
Q4 | $3.79M | Buy |
+75,618
| New | +$3.79M | 0.54% | 61 |
|