Wealthcare Advisory Partners’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 | $4.99M | Sell |
59,725
-17,122
| -22% | -$1.43M | 0.11% | 154 |
|
|
2025
Q1 | $5.81M | Sell |
76,847
-1,585
| -2% | -$120K | 0.16% | 119 |
|
|
2024
Q4 | $5.51M | Sell |
78,432
-1,542
| -2% | -$108K | 0.15% | 126 |
|
|
2024
Q3 | $6.24M | Buy |
79,974
+38,002
| +91% | +$2.97M | 0.18% | 105 |
|
|
2024
Q2 | $3.05M | Buy |
41,972
+1,557
| +4% | +$113K | 0.1% | 172 |
|
|
2024
Q1 | $3M | Buy |
40,415
+2,221
| +6% | +$165K | 0.1% | 174 |
|
|
2023
Q4 | $2.69M | Sell |
38,194
-1,201
| -3% | -$84.5K | 0.11% | 160 |
|
|
2023
Q3 | $2.54M | Sell |
39,395
-2,940
| -7% | -$189K | 0.12% | 147 |
|
|
2023
Q2 | $2.86M | Sell |
42,335
-4,962
| -10% | -$335K | 0.13% | 141 |
|
|
2023
Q1 | $3.16M | Sell |
47,297
-5,804
| -11% | -$388K | 0.14% | 130 |
|
|
2022
Q4 | $3.27M | Sell |
53,101
-113,930
| -68% | -$7.02M | 0.16% | 111 |
|
|
2022
Q3 | $8.8M | Buy |
167,031
+148,833
| +818% | +$7.84M | 0.5% | 44 |
|
|
2022
Q2 | $1.07M | Sell |
18,198
-1,013
| -5% | -$59.6K | 0.06% | 197 |
|
|
2022
Q1 | $1.34M | Sell |
19,211
-6,716
| -26% | -$467K | 0.08% | 146 |
|
|
2021
Q4 | $1.94M | Buy |
25,927
+4,755
| +22% | +$355K | 0.12% | 108 |
|
|
2021
Q3 | $1.57M | Buy |
21,172
+3,542
| +20% | +$263K | 0.1% | 127 |
|
|
2021
Q2 | $1.32M | Sell |
17,630
-695
| -4% | -$52K | 0.09% | 152 |
|
|
2021
Q1 | $1.32M | Sell |
18,325
-313
| -2% | -$22.5K | 0.1% | 135 |
|
|
2020
Q4 | $1.29M | Buy |
18,638
+2,778
| +18% | +$192K | 0.11% | 114 |
|
|
2020
Q3 | $956K | Buy |
15,860
+3,614
| +30% | +$218K | 0.1% | 126 |
|
|
2020
Q2 | $700K | Sell |
12,246
-411
| -3% | -$23.5K | 0.09% | 137 |
|
|
2020
Q1 | $631K | Buy |
12,657
+2,351
| +23% | +$117K | 0.09% | 126 |
|
|
2019
Q4 | $672K | Buy |
10,306
+4,912
| +91% | +$320K | 0.09% | 137 |
|
|
2019
Q3 | $329K | Sell |
5,394
-1,453
| -21% | -$88.6K | 0.05% | 196 |
|
|
2019
Q2 | $420K | Buy |
6,847
+3,637
| +113% | +$223K | 0.07% | 159 |
|
|
2019
Q1 | $195K | Sell |
3,210
-478
| -13% | -$29K | 0.03% | 244 |
|
|
2018
Q4 | $203K | Sell |
3,688
-1,438
| -28% | -$79.2K | 0.04% | 208 |
|
|
2018
Q3 | $328K | Buy |
5,126
+865
| +20% | +$55.3K | 0.06% | 166 |
|
|
2018
Q2 | $270K | Buy |
4,261
+710
| +20% | +$45K | 0.05% | 182 |
|
|
2018
Q1 | $234K | Sell |
3,551
-105
| -3% | -$6.92K | 0.05% | 180 |
|
|
2017
Q4 | $242K | Buy |
3,656
+3,289
| +896% | +$218K | 0.06% | 156 |
|
|
2017
Q3 | $24K | Buy |
367
+300
| +448% | +$19.6K | 0.01% | 398 |
|
|
2017
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 92 |
|
|
2017
Q1 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 89 |
|