3IP
3Chopt Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
29,892
-274
| -0.9% | -$22.9K | 0.6% | 44 |
|
|
2025
Q1 | $2.28M | Sell |
30,166
-5,063
| -14% | -$383K | 0.6% | 44 |
|
|
2024
Q4 | $2.48M | Buy |
35,229
+785
| +2% | +$55.2K | 0.85% | 37 |
|
|
2024
Q3 | $2.69M | Hold |
34,444
| – | – | 0.96% | 33 |
|
|
2024
Q2 | $2.5M | Sell |
34,444
-22
| -0.1% | -$1.6K | 0.76% | 34 |
|
|
2024
Q1 | $2.56M | Sell |
34,466
-194
| -0.6% | -$14.4K | 1.05% | 32 |
|
|
2023
Q4 | $2.44M | Sell |
34,660
-819
| -2% | -$57.6K | 0.9% | 26 |
|
|
2023
Q3 | $2.28M | Buy |
35,479
+31,000
| +692% | +$1.99M | 1.35% | 25 |
|
|
2023
Q2 | $302K | Hold |
4,479
| – | – | 0.15% | 115 |
|
|
2023
Q1 | $299K | Buy |
4,479
+172
| +4% | +$11.5K | 0.16% | 118 |
|
|
2022
Q4 | $265K | Buy |
+4,307
| New | +$265K | 0.15% | 118 |
|