American Capital Advisory’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 | $334K | Sell |
4,005
-1,158
| -22% | -$96.7K | 0.17% | 84 |
|
|
2025
Q1 | $391K | Sell |
5,163
-15
| -0.3% | -$1.14K | 0.21% | 79 |
|
|
2024
Q4 | $364K | Buy |
5,178
+98
| +2% | +$6.89K | 0.2% | 83 |
|
|
2024
Q3 | $397K | Sell |
5,080
-1,232
| -20% | -$96.2K | 0.23% | 73 |
|
|
2024
Q2 | $444K | Sell |
6,312
-7,771
| -55% | -$547K | 0.32% | 59 |
|
|
2024
Q1 | $941K | Buy |
14,083
+7,771
| +123% | +$519K | 0.82% | 32 |
|
|
2023
Q4 | $444K | Buy |
+6,312
| New | +$444K | 0.32% | 59 |
|