Wealthspire Advisors (New York)’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 | $67M | Sell |
803,032
-38,040
| -5% | -$3.18M | 0.38% | 38 |
|
|
2025
Q1 | $63.6M | Sell |
841,072
-23,208
| -3% | -$1.76M | 0.38% | 40 |
|
|
2024
Q4 | $60.7M | Buy |
864,280
+20,272
| +2% | +$1.42M | 0.6% | 33 |
|
|
2024
Q3 | $65.9M | Sell |
844,008
-14,536
| -2% | -$1.13M | 0.67% | 26 |
|
|
2024
Q2 | $62.4M | Sell |
858,544
-19,480
| -2% | -$1.42M | 0.8% | 25 |
|
|
2024
Q1 | $65.2M | Sell |
878,024
-35,648
| -4% | -$2.65M | 0.87% | 22 |
|
|
2023
Q4 | $64.3M | Sell |
913,672
-30,670
| -3% | -$2.16M | 0.91% | 24 |
|
|
2023
Q3 | $60.8M | Buy |
944,342
+104,565
| +12% | +$6.73M | 1% | 20 |
|
|
2023
Q2 | $56.7M | Sell |
839,777
-15,759
| -2% | -$1.06M | 0.93% | 22 |
|
|
2023
Q1 | $57.2M | Sell |
855,536
-9,369
| -1% | -$626K | 0.98% | 21 |
|
|
2022
Q4 | $53.3M | Buy |
864,905
+10,536
| +1% | +$649K | 0.97% | 21 |
|
|
2022
Q3 | $45M | Sell |
854,369
-6,584
| -0.8% | -$347K | 0.94% | 20 |
|
|
2022
Q2 | $50.7M | Buy |
860,953
+826,416
| +2,393% | +$48.6M | 1.06% | 16 |
|
|
2022
Q1 | $2.4M | Buy |
34,537
+5,413
| +19% | +$376K | 0.05% | 112 |
|
|
2021
Q4 | $2.17M | Sell |
29,124
-793,074
| -96% | -$59.2M | 0.05% | 143 |
|
|
2021
Q3 | $61M | Buy |
822,198
+802,801
| +4,139% | +$59.6M | 1.27% | 15 |
|
|
2021
Q2 | $1.45M | Sell |
19,397
-11,346
| -37% | -$849K | 0.04% | 130 |
|
|
2021
Q1 | $2.22M | Buy |
30,743
+7,753
| +34% | +$559K | 0.05% | 166 |
|
|
2020
Q4 | $1.59M | Sell |
22,990
-6,604
| -22% | -$456K | 0.05% | 156 |
|
|
2020
Q3 | $1.78M | Buy |
+29,594
| New | +$1.78M | 0.11% | 90 |
|
|
2020
Q2 | – | Sell |
-27,583
| Closed | -$1.38M | – | 389 |
|
|
2020
Q1 | $1.38M | Buy |
+27,583
| New | +$1.38M | 0.06% | 160 |
|