Univest Financial’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 | $1.48M | Sell |
17,738
-57,833
| -77% | -$4.83M | 0.09% | 128 |
|
|
2025
Q1 | $5.72M | Sell |
75,571
-35,470
| -32% | -$2.68M | 0.37% | 54 |
|
|
2024
Q4 | $7.8M | Buy |
111,041
+102,775
| +1,243% | +$7.22M | 0.49% | 48 |
|
|
2024
Q3 | $645K | Buy |
+8,266
| New | +$645K | 0.04% | 182 |
|
|
2024
Q1 | – | Sell |
-6,599
| Closed | -$464K | – | 133 |
|
|
2023
Q4 | $464K | Buy |
+6,599
| New | +$464K | 0.14% | 69 |
|