Wealth Alliance’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 | $4.77M | Buy |
57,160
+1,066
| +2% | +$89K | 0.53% | 32 |
|
|
2025
Q1 | $4.24M | Buy |
56,094
+38,230
| +214% | +$2.89M | 0.51% | 32 |
|
|
2024
Q4 | $1.26M | Sell |
17,864
-38,604
| -68% | -$2.71M | 0.15% | 135 |
|
|
2024
Q3 | $4.41M | Sell |
56,468
-1,114
| -2% | -$86.9K | 0.53% | 28 |
|
|
2024
Q2 | $4.18M | Sell |
57,582
-1,426
| -2% | -$104K | 0.54% | 26 |
|
|
2024
Q1 | $4.38M | Sell |
59,008
-110
| -0.2% | -$8.16K | 0.57% | 26 |
|
|
2023
Q4 | $4.16M | Buy |
59,118
+9,675
| +20% | +$681K | 0.58% | 27 |
|
|
2023
Q3 | $3.18M | Sell |
49,443
-13,331
| -21% | -$858K | 0.5% | 34 |
|
|
2023
Q2 | $4.24M | Sell |
62,774
-3,038
| -5% | -$205K | 0.63% | 23 |
|
|
2023
Q1 | $4.4M | Sell |
65,812
-5,338
| -8% | -$357K | 0.71% | 18 |
|
|
2022
Q4 | $4.39M | Buy |
71,150
+63,817
| +870% | +$3.93M | 0.78% | 14 |
|
|
2022
Q3 | $386K | Buy |
7,333
+645
| +10% | +$34K | 0.08% | 265 |
|
|
2022
Q2 | $393K | Sell |
6,688
-5,057
| -43% | -$297K | 0.08% | 253 |
|
|
2022
Q1 | $816K | Sell |
11,745
-16,880
| -59% | -$1.17M | 0.17% | 140 |
|
|
2021
Q4 | $2.14M | Sell |
28,625
-33,601
| -54% | -$2.51M | 0.43% | 45 |
|
|
2021
Q3 | $4.62M | Buy |
62,226
+109
| +0.2% | +$8.09K | 1.04% | 17 |
|
|
2021
Q2 | $4.65M | Sell |
62,117
-316
| -0.5% | -$23.7K | 1.1% | 14 |
|
|
2021
Q1 | $4.5M | Sell |
62,433
-1,535
| -2% | -$111K | 1.26% | 12 |
|
|
2020
Q4 | $4.42M | Buy |
63,968
+173
| +0.3% | +$12K | 1.3% | 10 |
|
|
2020
Q3 | $3.85M | Buy |
63,795
+47,347
| +288% | +$2.85M | 1.38% | 8 |
|
|
2020
Q2 | $940K | Buy |
+16,448
| New | +$940K | 0.37% | 69 |
|