VA
Valmark Advisers’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 | $3.76M | Sell |
45,027
-1,078
| -2% | -$90K | 0.05% | 143 |
|
|
2025
Q1 | $3.49M | Buy |
46,105
+164
| +0.4% | +$12.4K | 0.05% | 138 |
|
|
2024
Q4 | $3.23M | Sell |
45,941
-4,550
| -9% | -$320K | 0.05% | 142 |
|
|
2024
Q3 | $3.94M | Buy |
50,491
+4,399
| +10% | +$343K | 0.06% | 124 |
|
|
2024
Q2 | $3.35M | Buy |
46,092
+13,398
| +41% | +$973K | 0.06% | 128 |
|
|
2024
Q1 | $2.43M | Buy |
32,694
+1,696
| +5% | +$126K | 0.04% | 149 |
|
|
2023
Q4 | $2.18M | Sell |
30,998
-5,773
| -16% | -$406K | 0.04% | 155 |
|
|
2023
Q3 | $2.37M | Buy |
36,771
+5,381
| +17% | +$346K | 0.05% | 128 |
|
|
2023
Q2 | $2.12M | Sell |
31,390
-1,318
| -4% | -$89K | 0.04% | 138 |
|
|
2023
Q1 | $2.19M | Buy |
32,708
+4,065
| +14% | +$272K | 0.05% | 132 |
|
|
2022
Q4 | $1.77M | Buy |
28,643
+1,307
| +5% | +$80.6K | 0.04% | 149 |
|
|
2022
Q3 | $1.44M | Buy |
27,336
+3,135
| +13% | +$165K | 0.03% | 150 |
|
|
2022
Q2 | $1.42M | Sell |
24,201
-2,575
| -10% | -$152K | 0.03% | 153 |
|
|
2022
Q1 | $1.86M | Buy |
26,776
+668
| +3% | +$46.4K | 0.03% | 133 |
|
|
2021
Q4 | $1.95M | Sell |
26,108
-2,892
| -10% | -$216K | 0.03% | 125 |
|
|
2021
Q3 | $2.15M | Buy |
29,000
+12,704
| +78% | +$943K | 0.04% | 109 |
|
|
2021
Q2 | $1.22M | Buy |
16,296
+2,960
| +22% | +$222K | 0.02% | 163 |
|
|
2021
Q1 | $961K | Buy |
13,336
+103
| +0.8% | +$7.42K | 0.02% | 184 |
|
|
2020
Q4 | $914K | Buy |
13,233
+1,448
| +12% | +$100K | 0.02% | 178 |
|
|
2020
Q3 | $710K | Buy |
11,785
+1,319
| +13% | +$79.5K | 0.02% | 155 |
|
|
2020
Q2 | $598K | Buy |
10,466
+371
| +4% | +$21.2K | 0.01% | 153 |
|
|
2020
Q1 | $504K | Buy |
10,095
+555
| +6% | +$27.7K | 0.01% | 146 |
|
|
2019
Q4 | $622K | Buy |
9,540
+815
| +9% | +$53.1K | 0.01% | 137 |
|
|
2019
Q3 | $533K | Hold |
8,725
| – | – | 0.01% | 150 |
|
|
2019
Q2 | $536K | Buy |
8,725
+210
| +2% | +$12.9K | 0.01% | 137 |
|
|
2019
Q1 | $517K | Buy |
8,515
+593
| +7% | +$36K | 0.01% | 137 |
|
|
2018
Q4 | $436K | Buy |
7,922
+1,063
| +15% | +$58.5K | 0.01% | 135 |
|
|
2018
Q3 | $440K | Buy |
+6,859
| New | +$440K | 0.01% | 130 |
|