Zacks Investment Management’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 | $20.5M | Sell |
245,250
-11,624
| -5% | -$970K | 0.18% | 132 |
|
2025
Q1 | $19.4M | Buy |
256,874
+7,535
| +3% | +$570K | 0.18% | 133 |
|
2024
Q4 | $17.5M | Buy |
249,339
+20,465
| +9% | +$1.44M | 0.16% | 138 |
|
2024
Q3 | $17.9M | Buy |
228,874
+37,621
| +20% | +$2.94M | 0.16% | 138 |
|
2024
Q2 | $13.9M | Buy |
191,253
+21,700
| +13% | +$1.58M | 0.16% | 132 |
|
2024
Q1 | $12.6M | Buy |
169,553
+20,174
| +14% | +$1.5M | 0.13% | 143 |
|
2023
Q4 | $10.5M | Buy |
149,379
+13,502
| +10% | +$950K | 0.13% | 145 |
|
2023
Q3 | $8.74M | Buy |
135,877
+8,396
| +7% | +$540K | 0.11% | 151 |
|
2023
Q2 | $8.61M | Buy |
127,481
+64,602
| +103% | +$4.36M | 0.11% | 150 |
|
2023
Q1 | $4.2M | Buy |
62,879
+11,836
| +23% | +$791K | 0.06% | 201 |
|
2022
Q4 | $3.15M | Buy |
51,043
+3,878
| +8% | +$239K | 0.04% | 233 |
|
2022
Q3 | $2.48M | Buy |
47,165
+11,223
| +31% | +$591K | 0.04% | 240 |
|
2022
Q2 | $2.12M | Sell |
35,942
-8,007
| -18% | -$471K | 0.03% | 257 |
|
2022
Q1 | $3.06M | Buy |
43,949
+11,353
| +35% | +$789K | 0.04% | 236 |
|
2021
Q4 | $2.43M | Buy |
32,596
+2,749
| +9% | +$205K | 0.03% | 272 |
|
2021
Q3 | $2.22M | Sell |
29,847
-1,659
| -5% | -$123K | 0.04% | 281 |
|
2021
Q2 | $2.36M | Sell |
31,506
-19,892
| -39% | -$1.49M | 0.04% | 268 |
|
2021
Q1 | $3.7M | Buy |
51,398
+18,792
| +58% | +$1.35M | 0.07% | 198 |
|
2020
Q4 | $2.25M | Buy |
32,606
+8,732
| +37% | +$603K | 0.04% | 241 |
|
2020
Q3 | $1.44M | Buy |
23,874
+2,493
| +12% | +$150K | 0.03% | 266 |
|
2020
Q2 | $1.22M | Sell |
21,381
-3,172
| -13% | -$181K | 0.03% | 273 |
|
2020
Q1 | $1.23M | Buy |
24,553
+4,156
| +20% | +$207K | 0.03% | 268 |
|
2019
Q4 | $1.33M | Sell |
20,397
-5,743
| -22% | -$375K | 0.02% | 347 |
|
2019
Q3 | $1.6M | Buy |
26,140
+4,521
| +21% | +$276K | 0.03% | 305 |
|
2019
Q2 | $1.33M | Buy |
21,619
+16,027
| +287% | +$984K | 0.03% | 353 |
|
2019
Q1 | $340K | Buy |
5,592
+290
| +5% | +$17.6K | 0.01% | 481 |
|
2018
Q4 | $292K | Buy |
+5,302
| New | +$292K | 0.01% | 469 |
|
2018
Q3 | – | Sell |
-86,784
| Closed | -$5.5M | – | 562 |
|
2018
Q2 | $5.5M | Buy |
86,784
+3,566
| +4% | +$226K | 0.12% | 142 |
|
2018
Q1 | $5.48M | Buy |
83,218
+9,017
| +12% | +$594K | 0.12% | 140 |
|
2017
Q4 | $4.9M | Buy |
74,201
+12,059
| +19% | +$797K | 0.11% | 149 |
|
2017
Q3 | $3.99M | Buy |
62,142
+8,862
| +17% | +$569K | 0.09% | 158 |
|
2017
Q2 | $3.24M | Buy |
53,280
+20,191
| +61% | +$1.23M | 0.08% | 172 |
|
2017
Q1 | $1.92M | Buy |
+33,089
| New | +$1.92M | 0.05% | 244 |
|