Urban Financial Advisory Corp’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 | $8.85M | Buy |
106,030
+5,038
| +5% | +$421K | 4.45% | 6 |
|
|
2025
Q1 | $7.64M | Buy |
100,992
+24,794
| +33% | +$1.88M | 4.22% | 6 |
|
|
2024
Q4 | $5.36M | Buy |
76,198
+2,809
| +4% | +$197K | 2.94% | 6 |
|
|
2024
Q3 | $5.73M | Sell |
73,389
-261
| -0.4% | -$20.4K | 3.16% | 6 |
|
|
2024
Q2 | $5.35M | Sell |
73,650
-528
| -0.7% | -$38.4K | 3.26% | 6 |
|
|
2024
Q1 | $5.51M | Sell |
74,178
-1,552
| -2% | -$115K | 3.38% | 5 |
|
|
2023
Q4 | $5.33M | Buy |
+75,730
| New | +$5.33M | 4.05% | 4 |
|