YHB Investment 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 | $9.45M | Buy |
113,237
+19,773
| +21% | +$1.65M | 0.73% | 33 |
|
|
2025
Q1 | $7.07M | Sell |
93,464
-51
| -0.1% | -$3.86K | 0.59% | 45 |
|
|
2024
Q4 | $6.57M | Buy |
93,515
+173
| +0.2% | +$12.2K | 0.54% | 46 |
|
|
2024
Q3 | $7.29M | Buy |
93,342
+1,288
| +1% | +$101K | 0.6% | 42 |
|
|
2024
Q2 | $6.69M | Buy |
92,054
+1,134
| +1% | +$82.4K | 0.58% | 44 |
|
|
2024
Q1 | $6.75M | Sell |
90,920
-2,726
| -3% | -$202K | 0.6% | 44 |
|
|
2023
Q4 | $6.59M | Buy |
93,646
+2,269
| +2% | +$160K | 0.64% | 40 |
|
|
2023
Q3 | $5.88M | Buy |
91,377
+1,828
| +2% | +$118K | 0.54% | 49 |
|
|
2023
Q2 | $6.04M | Buy |
89,549
+10,822
| +14% | +$730K | 0.56% | 48 |
|
|
2023
Q1 | $5.26M | Buy |
78,727
+2,020
| +3% | +$135K | 0.53% | 54 |
|
|
2022
Q4 | $4.73M | Buy |
76,707
+26,672
| +53% | +$1.64M | 0.5% | 56 |
|
|
2022
Q3 | $2.64M | Buy |
50,035
+780
| +2% | +$41.1K | 0.29% | 91 |
|
|
2022
Q2 | $2.9M | Buy |
49,255
+4,935
| +11% | +$290K | 0.31% | 84 |
|
|
2022
Q1 | $3.08M | Buy |
44,320
+20,410
| +85% | +$1.42M | 0.27% | 93 |
|
|
2021
Q4 | $1.79M | Buy |
23,910
+1,733
| +8% | +$129K | 0.14% | 140 |
|
|
2021
Q3 | $1.65M | Buy |
22,177
+1,267
| +6% | +$94.1K | 0.14% | 137 |
|
|
2021
Q2 | $1.57M | Sell |
20,910
-535
| -2% | -$40K | 0.13% | 145 |
|
|
2021
Q1 | $1.62M | Sell |
21,445
-3,388
| -14% | -$256K | 0.14% | 141 |
|
|
2020
Q4 | $1.72M | Buy |
24,833
+880
| +4% | +$60.8K | 0.16% | 124 |
|
|
2020
Q3 | $1.44M | Buy |
+23,953
| New | +$1.44M | 0.16% | 124 |
|