West Michigan 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 | $848K | Buy |
10,163
+173
| +2% | +$14.4K | 0.24% | 81 |
|
|
2025
Q1 | $756K | Sell |
9,990
-937
| -9% | -$70.9K | 0.25% | 72 |
|
|
2024
Q4 | $768K | Sell |
10,927
-1,069
| -9% | -$75.1K | 0.23% | 75 |
|
|
2024
Q3 | $936K | Buy |
11,996
+945
| +9% | +$73.8K | 0.28% | 68 |
|
|
2024
Q2 | $803K | Buy |
11,051
+824
| +8% | +$59.9K | 0.26% | 69 |
|
|
2024
Q1 | $759K | Buy |
10,227
+763
| +8% | +$56.6K | 0.25% | 70 |
|
|
2023
Q4 | $666K | Sell |
9,464
-1,532
| -14% | -$108K | 0.25% | 64 |
|
|
2023
Q3 | $708K | Sell |
10,996
-54
| -0.5% | -$3.48K | 0.38% | 57 |
|
|
2023
Q2 | $746K | Buy |
11,050
+1,370
| +14% | +$92.5K | 0.3% | 80 |
|
|
2023
Q1 | $647K | Buy |
9,680
+114
| +1% | +$7.62K | 0.37% | 60 |
|
|
2022
Q4 | $590K | Buy |
9,566
+1,043
| +12% | +$64.3K | 0.43% | 51 |
|
|
2022
Q3 | $449K | Sell |
8,523
-812
| -9% | -$42.8K | 0.39% | 57 |
|
|
2022
Q2 | $549K | Sell |
9,335
-3,217
| -26% | -$189K | 0.47% | 51 |
|
|
2022
Q1 | $872K | Buy |
12,552
+256
| +2% | +$17.8K | 0.59% | 38 |
|
|
2021
Q4 | $918K | Buy |
+12,296
| New | +$918K | 0.68% | 29 |
|