Wealth Enhancement Advisory Services’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 | $214M | Buy |
2,555,298
+548,922
| +27% | +$45.9M | 0.35% | 51 |
|
|
2025
Q1 | $152M | Sell |
2,006,376
-83,945
| -4% | -$6.35M | 0.29% | 61 |
|
|
2024
Q4 | $147M | Buy |
2,090,321
+218,950
| +12% | +$15.4M | 0.28% | 66 |
|
|
2024
Q3 | $146M | Sell |
1,871,371
-44,905
| -2% | -$3.5M | 0.31% | 61 |
|
|
2024
Q2 | $139M | Buy |
1,916,276
+557,652
| +41% | +$40.5M | 0.33% | 59 |
|
|
2024
Q1 | $101M | Buy |
1,358,624
+38,283
| +3% | +$2.84M | 0.26% | 82 |
|
|
2023
Q4 | $92.9M | Sell |
1,320,341
-79,177
| -6% | -$5.57M | 0.27% | 77 |
|
|
2023
Q3 | $90.1M | Buy |
1,399,518
+1,198,681
| +597% | +$77.1M | 0.3% | 74 |
|
|
2023
Q2 | $13.6M | Sell |
200,837
-1,019,465
| -84% | -$68.8M | 0.15% | 73 |
|
|
2023
Q1 | $81.6M | Sell |
1,220,302
-23,781
| -2% | -$1.59M | 0.95% | 22 |
|
|
2022
Q4 | $83M | Buy |
1,244,083
+108,969
| +10% | +$7.27M | 1.07% | 21 |
|
|
2022
Q3 | $60.7M | Buy |
1,135,114
+218,582
| +24% | +$11.7M | 0.87% | 24 |
|
|
2022
Q2 | $53.9M | Buy |
916,532
+217,451
| +31% | +$12.8M | 0.75% | 27 |
|
|
2022
Q1 | $49.2M | Buy |
699,081
+45,663
| +7% | +$3.22M | 0.66% | 33 |
|
|
2021
Q4 | $46.9M | Buy |
653,418
+105,162
| +19% | +$7.54M | 0.67% | 33 |
|
|
2021
Q3 | $41.9M | Buy |
548,256
+80,417
| +17% | +$6.15M | 0.62% | 35 |
|
|
2021
Q2 | $35M | Buy |
467,839
+53,043
| +13% | +$3.97M | 0.56% | 38 |
|
|
2021
Q1 | $30.4M | Buy |
414,796
+115,921
| +39% | +$8.5M | 0.55% | 40 |
|
|
2020
Q4 | $21M | Buy |
298,875
+48,526
| +19% | +$3.42M | 0.48% | 36 |
|
|
2020
Q3 | $15.6M | Buy |
250,349
+12,188
| +5% | +$762K | 0.41% | 36 |
|
|
2020
Q2 | $14.3M | Buy |
238,161
+40,852
| +21% | +$2.46M | 0.41% | 37 |
|
|
2020
Q1 | $10.4M | Buy |
197,309
+106,245
| +117% | +$5.6M | 0.37% | 41 |
|
|
2019
Q4 | $5.94M | Buy |
91,064
+29,206
| +47% | +$1.91M | 0.21% | 56 |
|
|
2019
Q3 | $3.8M | Buy |
61,858
+19,448
| +46% | +$1.2M | 0.15% | 65 |
|
|
2019
Q2 | $2.6M | Buy |
42,410
+19,496
| +85% | +$1.2M | 0.11% | 74 |
|
|
2019
Q1 | $1.43M | Buy |
22,914
+14,943
| +187% | +$935K | 0.08% | 101 |
|
|
2018
Q4 | $463K | Buy |
7,971
+2,486
| +45% | +$144K | 0.03% | 150 |
|
|
2018
Q3 | $317K | Buy |
5,485
+1,140
| +26% | +$65.9K | 0.02% | 151 |
|
|
2018
Q2 | $279K | Buy |
+4,345
| New | +$279K | 0.02% | 151 |
|