Wade Financial Advisory’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
Q1 | $7.45M | Buy |
98,489
+161
| +0.2% | +$12.2K | 2.55% | 10 |
|
|
2024
Q4 | $6.91M | Buy |
98,328
+4,149
| +4% | +$292K | 2.34% | 10 |
|
|
2024
Q3 | $7.35M | Buy |
94,179
+3,699
| +4% | +$289K | 2.47% | 10 |
|
|
2024
Q2 | $6.57M | Sell |
90,480
-2,075
| -2% | -$151K | 2.37% | 10 |
|
|
2024
Q1 | $6.87M | Sell |
92,555
-2,484
| -3% | -$184K | 2.5% | 10 |
|
|
2023
Q4 | $6.69M | Buy |
95,039
+6,248
| +7% | +$440K | 2.53% | 12 |
|
|
2023
Q3 | $5.71M | Buy |
88,791
+629
| +0.7% | +$40.5K | 2.45% | 12 |
|
|
2023
Q2 | $5.95M | Buy |
88,162
+228
| +0.3% | +$15.4K | 2.36% | 12 |
|
|
2023
Q1 | $5.88M | Sell |
87,934
-94
| -0.1% | -$6.28K | 2.47% | 13 |
|
|
2022
Q4 | $5.43M | Sell |
88,028
-25,759
| -23% | -$1.59M | 2.46% | 12 |
|
|
2022
Q3 | $5.99M | Buy |
113,787
+31,150
| +38% | +$1.64M | 3% | 10 |
|
|
2022
Q2 | $4.86M | Buy |
82,637
+8,043
| +11% | +$473K | 2.31% | 12 |
|
|
2022
Q1 | $5.19M | Buy |
74,594
+29,112
| +64% | +$2.02M | 2.22% | 13 |
|
|
2021
Q4 | $3.4M | Buy |
45,482
+782
| +2% | +$58.4K | 1.77% | 16 |
|
|
2021
Q3 | $3.32M | Sell |
44,700
-131
| -0.3% | -$9.73K | 1.87% | 16 |
|
|
2021
Q2 | $3.36M | Buy |
44,831
+530
| +1% | +$39.7K | 1.84% | 16 |
|
|
2021
Q1 | $3.19M | Sell |
44,301
-64
| -0.1% | -$4.61K | 2.02% | 16 |
|
|
2020
Q4 | $3.07M | Buy |
44,365
+640
| +1% | +$44.2K | 2.06% | 15 |
|
|
2020
Q3 | $2.64M | Sell |
43,725
-120
| -0.3% | -$7.23K | 2.08% | 16 |
|
|
2020
Q2 | $2.51M | Sell |
43,845
-12,658
| -22% | -$723K | 2.17% | 15 |
|
|
2020
Q1 | $2.82M | Buy |
56,503
+49,678
| +728% | +$2.48M | 2.81% | 14 |
|
|
2019
Q4 | $445K | Buy |
+6,825
| New | +$445K | 0.39% | 41 |
|