True Link 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 | $67M | Buy |
802,412
+24,841
| +3% | +$2.07M | 4.62% | 7 |
|
|
2025
Q1 | $58.8M | Buy |
777,571
+23,634
| +3% | +$1.79M | 4.39% | 7 |
|
|
2024
Q4 | $53M | Buy |
753,937
+93,924
| +14% | +$6.6M | 4.45% | 7 |
|
|
2024
Q3 | $51.5M | Buy |
660,013
+46,494
| +8% | +$3.63M | 4.37% | 7 |
|
|
2024
Q2 | $44.6M | Buy |
613,519
+21,562
| +4% | +$1.57M | 4.13% | 7 |
|
|
2024
Q1 | $43.9M | Buy |
591,957
+36,225
| +7% | +$2.69M | 4.21% | 7 |
|
|
2023
Q4 | $39.1M | Buy |
555,732
+37,336
| +7% | +$2.63M | 4.23% | 8 |
|
|
2023
Q3 | $33.4M | Buy |
518,396
+17,804
| +4% | +$1.15M | 4% | 5 |
|
|
2023
Q2 | $33.8M | Buy |
500,592
+9,668
| +2% | +$653K | 4.08% | 5 |
|
|
2023
Q1 | $32.8M | Buy |
490,924
+74,106
| +18% | +$4.95M | 4.11% | 5 |
|
|
2022
Q4 | $25.7M | Buy |
416,818
+34,508
| +9% | +$2.13M | 3.48% | 7 |
|
|
2022
Q3 | $20.1M | Buy |
382,310
+69,312
| +22% | +$3.65M | 2.92% | 12 |
|
|
2022
Q2 | $18.4M | Sell |
312,998
-231,352
| -43% | -$13.6M | 2.78% | 12 |
|
|
2022
Q1 | $37.8M | Buy |
544,350
+115,764
| +27% | +$8.05M | 5.47% | 6 |
|
|
2021
Q4 | $32M | Buy |
428,586
+36,559
| +9% | +$2.73M | 4.27% | 6 |
|
|
2021
Q3 | $29.1M | Buy |
392,027
+25,994
| +7% | +$1.93M | 3.99% | 6 |
|
|
2021
Q2 | $27.4M | Buy |
366,033
+37,696
| +11% | +$2.82M | 4.02% | 7 |
|
|
2021
Q1 | $23.7M | Buy |
328,337
+37,300
| +13% | +$2.69M | 3.43% | 7 |
|
|
2020
Q4 | $20.1M | Buy |
+291,037
| New | +$20.1M | 3.15% | 7 |
|