United Advisor Group’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 | $1.78M | Buy |
21,267
+6,097
| +40% | +$509K | 0.31% | 87 |
|
|
2025
Q1 | $1.15M | Buy |
15,170
+1,578
| +12% | +$119K | 0.24% | 101 |
|
|
2024
Q4 | $955K | Sell |
13,592
-676
| -5% | -$47.5K | 0.19% | 127 |
|
|
2024
Q3 | $1.11M | Buy |
14,268
+6,279
| +79% | +$490K | 0.25% | 95 |
|
|
2024
Q2 | $580K | Buy |
7,989
+1,671
| +26% | +$121K | 0.18% | 119 |
|
|
2024
Q1 | $469K | Buy |
+6,318
| New | +$469K | 0.18% | 123 |
|