Wealth Architects’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 | $20M | Buy |
239,042
+10,384
| +5% | +$867K | 2.03% | 15 |
|
|
2025
Q1 | $17.3M | Sell |
228,658
-4,157
| -2% | -$314K | 1.91% | 16 |
|
|
2024
Q4 | $16.4M | Sell |
232,815
-1,489
| -0.6% | -$105K | 1.85% | 17 |
|
|
2024
Q3 | $18.3M | Sell |
234,304
-4,810
| -2% | -$375K | 2.07% | 16 |
|
|
2024
Q2 | $17.4M | Sell |
239,114
-3,014
| -1% | -$219K | 2.12% | 15 |
|
|
2024
Q1 | $18M | Sell |
242,128
-993
| -0.4% | -$73.7K | 2.37% | 13 |
|
|
2023
Q4 | $17.1M | Buy |
243,121
+17,880
| +8% | +$1.26M | 2.4% | 13 |
|
|
2023
Q3 | $14.5M | Sell |
225,241
-11,446
| -5% | -$737K | 2.47% | 13 |
|
|
2023
Q2 | $16M | Sell |
236,687
-8,817
| -4% | -$595K | 2.64% | 12 |
|
|
2023
Q1 | $16.4M | Sell |
245,504
-4,682
| -2% | -$313K | 2.91% | 11 |
|
|
2022
Q4 | $15.4M | Buy |
250,186
+46,262
| +23% | +$2.85M | 2.92% | 11 |
|
|
2022
Q3 | $10.7M | Sell |
203,924
-19,629
| -9% | -$1.03M | 2.25% | 13 |
|
|
2022
Q2 | $13.2M | Sell |
223,553
-8,818
| -4% | -$519K | 2.57% | 13 |
|
|
2022
Q1 | $16.2M | Buy |
232,371
+43,917
| +23% | +$3.05M | 2.75% | 10 |
|
|
2021
Q4 | $14.1M | Buy |
188,454
+1,333
| +0.7% | +$99.5K | 2.47% | 12 |
|
|
2021
Q3 | $13.9M | Buy |
187,121
+10,069
| +6% | +$748K | 2.7% | 11 |
|
|
2021
Q2 | $13.3M | Sell |
177,052
-3,002
| -2% | -$225K | 2.6% | 12 |
|
|
2021
Q1 | $13M | Sell |
180,054
-482
| -0.3% | -$34.7K | 2.81% | 11 |
|
|
2020
Q4 | $12.5M | Sell |
180,536
-3,034
| -2% | -$210K | 2.9% | 11 |
|
|
2020
Q3 | $11.1M | Sell |
183,570
-4,608
| -2% | -$278K | 3% | 11 |
|
|
2020
Q2 | $10.8M | Sell |
188,178
-7,023
| -4% | -$401K | 3.02% | 11 |
|
|
2020
Q1 | $9.74M | Buy |
195,201
+122,212
| +167% | +$6.1M | 3.38% | 9 |
|
|
2019
Q4 | $4.76M | Buy |
72,989
+1,825
| +3% | +$119K | 1.33% | 18 |
|
|
2019
Q3 | $4.35M | Buy |
71,164
+1,192
| +2% | +$72.8K | 1.32% | 17 |
|
|
2019
Q2 | $4.3M | Sell |
69,972
-675
| -1% | -$41.4K | 1.29% | 17 |
|
|
2019
Q1 | $4.29M | Buy |
70,647
+2,246
| +3% | +$136K | 1.34% | 17 |
|
|
2018
Q4 | $3.76M | Buy |
68,401
+19,129
| +39% | +$1.05M | 1.35% | 17 |
|
|
2018
Q3 | $3.16M | Buy |
49,272
+3,332
| +7% | +$213K | 0.97% | 18 |
|
|
2018
Q2 | $2.91M | Buy |
45,940
+5,014
| +12% | +$318K | 0.94% | 19 |
|
|
2018
Q1 | $2.7M | Sell |
40,926
-1,200
| -3% | -$79.1K | 0.89% | 19 |
|
|
2017
Q4 | $2.78M | Buy |
42,126
+233
| +0.6% | +$15.4K | 0.91% | 18 |
|
|
2017
Q3 | $2.69M | Sell |
41,893
-239
| -0.6% | -$15.3K | 0.93% | 18 |
|
|
2017
Q2 | $2.57M | Sell |
42,132
-5,831
| -12% | -$355K | 0.95% | 17 |
|
|
2017
Q1 | $2.78M | Buy |
47,963
+250
| +0.5% | +$14.5K | 1.1% | 15 |
|
|
2016
Q4 | $2.56M | Buy |
47,713
+2,526
| +6% | +$135K | 1.14% | 16 |
|
|
2016
Q3 | $2.49M | Sell |
45,187
-1,980
| -4% | -$109K | 1.15% | 14 |
|
|
2016
Q2 | $2.45M | Buy |
47,167
+44
| +0.1% | +$2.28K | 1.19% | 13 |
|
|
2016
Q1 | $2.5M | Buy |
47,123
+6,867
| +17% | +$365K | 1.25% | 14 |
|
|
2015
Q4 | $2.19M | Buy |
40,256
+21,856
| +119% | +$1.19M | 1.08% | 15 |
|
|
2015
Q3 | $972K | Buy |
+18,400
| New | +$972K | 0.52% | 27 |
|