XML Financial’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 | $333K | Buy |
3,993
+900
| +29% | +$75.1K | 0.03% | 294 |
|
|
2025
Q1 | $234K | Sell |
3,093
-511
| -14% | -$38.7K | 0.02% | 316 |
|
|
2024
Q4 | $253K | Buy |
3,604
+265
| +8% | +$18.6K | 0.02% | 307 |
|
|
2024
Q3 | $261K | Buy |
3,339
+11
| +0.3% | +$858 | 0.02% | 302 |
|
|
2024
Q2 | $242K | Buy |
3,328
+5
| +0.2% | +$363 | 0.02% | 301 |
|
|
2024
Q1 | $247K | Sell |
3,323
-459
| -12% | -$34.1K | 0.03% | 301 |
|
|
2023
Q4 | $266K | Sell |
3,782
-365
| -9% | -$25.7K | 0.03% | 279 |
|
|
2023
Q3 | $267K | Sell |
4,147
-302
| -7% | -$19.4K | 0.03% | 273 |
|
|
2023
Q2 | $300K | Buy |
4,449
+1,320
| +42% | +$89.1K | 0.03% | 274 |
|
|
2023
Q1 | $209K | Buy |
+3,129
| New | +$209K | 0.03% | 308 |
|
|
2022
Q4 | – | Sell |
-4,790
| Closed | -$252K | – | 333 |
|
|
2022
Q3 | $252K | Buy |
+4,790
| New | +$252K | 0.04% | 272 |
|
|
2022
Q2 | – | Sell |
-2,989
| Closed | -$208K | – | 276 |
|
|
2022
Q1 | $208K | Sell |
2,989
-13
| -0.4% | -$905 | 0.02% | 304 |
|
|
2021
Q4 | $224K | Sell |
3,002
-18
| -0.6% | -$1.34K | 0.03% | 290 |
|
|
2021
Q3 | $224K | Sell |
3,020
-129
| -4% | -$9.57K | 0.03% | 279 |
|
|
2021
Q2 | $236K | Buy |
3,149
+27
| +0.9% | +$2.02K | 0.05% | 197 |
|
|
2021
Q1 | $225K | Sell |
3,122
-23
| -0.7% | -$1.66K | 0.05% | 191 |
|
|
2020
Q4 | $217K | Buy |
+3,145
| New | +$217K | 0.06% | 190 |
|
|
2020
Q1 | – | Sell |
-5,254
| Closed | -$343K | – | 184 |
|
|
2019
Q4 | $343K | Buy |
+5,254
| New | +$343K | 0.12% | 126 |
|