Visionary Wealth 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 | $4.34M | Buy |
51,985
+2,751
| +6% | +$230K | 0.22% | 109 |
|
|
2025
Q1 | $3.72M | Sell |
49,234
-699
| -1% | -$52.9K | 0.22% | 118 |
|
|
2024
Q4 | $3.51M | Sell |
49,933
-1,095
| -2% | -$77K | 0.21% | 122 |
|
|
2024
Q3 | $3.98M | Sell |
51,028
-295
| -0.6% | -$23K | 0.24% | 107 |
|
|
2024
Q2 | $3.73M | Sell |
51,323
-22,415
| -30% | -$1.63M | 0.24% | 106 |
|
|
2024
Q1 | $5.47M | Sell |
73,738
-6,089
| -8% | -$452K | 0.37% | 77 |
|
|
2023
Q4 | $5.62M | Buy |
79,827
+1,063
| +1% | +$74.8K | 0.41% | 69 |
|
|
2023
Q3 | $5.07M | Buy |
78,764
+5,602
| +8% | +$360K | 0.41% | 71 |
|
|
2023
Q2 | $4.94M | Buy |
73,162
+24,086
| +49% | +$1.63M | 0.4% | 71 |
|
|
2023
Q1 | $3.28M | Buy |
49,076
+21,599
| +79% | +$1.44M | 0.28% | 94 |
|
|
2022
Q4 | $1.69M | Buy |
27,477
+5,804
| +27% | +$358K | 0.16% | 130 |
|
|
2022
Q3 | $1.14M | Sell |
21,673
-390
| -2% | -$20.6K | 0.12% | 155 |
|
|
2022
Q2 | $1.3M | Buy |
22,063
+3,826
| +21% | +$225K | 0.12% | 154 |
|
|
2022
Q1 | $1.27M | Buy |
18,237
+3,067
| +20% | +$213K | 0.1% | 161 |
|
|
2021
Q4 | $1.13M | Sell |
15,170
-6,330
| -29% | -$472K | 0.09% | 155 |
|
|
2021
Q3 | $1.6M | Buy |
21,500
+8,311
| +63% | +$617K | 0.16% | 118 |
|
|
2021
Q2 | $987K | Buy |
13,189
+1,051
| +9% | +$78.7K | 0.1% | 145 |
|
|
2021
Q1 | $875K | Sell |
12,138
-1,655
| -12% | -$119K | 0.09% | 152 |
|
|
2020
Q4 | $953K | Sell |
13,793
-1,547
| -10% | -$107K | 0.11% | 138 |
|
|
2020
Q3 | $925K | Buy |
15,340
+389
| +3% | +$23.5K | 0.13% | 121 |
|
|
2020
Q2 | $855K | Buy |
14,951
+2,858
| +24% | +$163K | 0.13% | 121 |
|
|
2020
Q1 | $603K | Sell |
12,093
-1,513
| -11% | -$75.4K | 0.11% | 118 |
|
|
2019
Q4 | $888K | Buy |
+13,606
| New | +$888K | 0.16% | 105 |
|