West Financial Advisors’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 | $23.8M | Buy |
285,430
+8,342
| +3% | +$696K | 4.15% | 8 |
|
|
2025
Q1 | $21M | Buy |
277,088
+2,542
| +0.9% | +$192K | 3.98% | 8 |
|
|
2024
Q4 | $19.3M | Buy |
274,546
+15,319
| +6% | +$1.08M | 3.72% | 8 |
|
|
2024
Q3 | $20.2M | Buy |
259,227
+2,553
| +1% | +$199K | 3.9% | 7 |
|
|
2024
Q2 | $18.6M | Buy |
256,674
+4,713
| +2% | +$342K | 3.87% | 7 |
|
|
2024
Q1 | $18.7M | Buy |
251,961
+5,322
| +2% | +$395K | 4.01% | 7 |
|
|
2023
Q4 | $17.4M | Buy |
246,639
+3,959
| +2% | +$279K | 3.96% | 7 |
|
|
2023
Q3 | $15.6M | Buy |
242,680
+10,564
| +5% | +$680K | 3.92% | 7 |
|
|
2023
Q2 | $15.7M | Buy |
232,116
+5,597
| +2% | +$378K | 3.86% | 7 |
|
|
2023
Q1 | $15.1M | Buy |
226,519
+11,394
| +5% | +$762K | 3.96% | 6 |
|
|
2022
Q4 | $13.3M | Buy |
215,125
+169,225
| +369% | +$10.4M | 3.7% | 8 |
|
|
2022
Q3 | $2.42M | Buy |
45,900
+32,996
| +256% | +$1.74M | 0.72% | 20 |
|
|
2022
Q2 | $759K | Sell |
12,904
-2,727
| -17% | -$160K | 0.22% | 30 |
|
|
2022
Q1 | $1.09M | Buy |
15,631
+75
| +0.5% | +$5.22K | 0.29% | 28 |
|
|
2021
Q4 | $1.16M | Buy |
15,556
+994
| +7% | +$74.2K | 0.31% | 27 |
|
|
2021
Q3 | $1.08M | Sell |
14,562
-750
| -5% | -$55.7K | 0.32% | 23 |
|
|
2021
Q2 | $1.15M | Sell |
15,312
-64
| -0.4% | -$4.79K | 0.35% | 18 |
|
|
2021
Q1 | $1.11M | Hold |
15,376
| – | – | 0.37% | 18 |
|
|
2020
Q4 | $1.06M | Buy |
+15,376
| New | +$1.06M | 0.38% | 18 |
|