Anchor Capital 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 | $415K | Hold |
4,975
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $376K | Hold |
4,975
| – | – | 0.01% | 213 |
|
|
2024
Q4 | $350K | Hold |
4,975
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $388K | Hold |
4,975
| – | – | 0.01% | 208 |
|
|
2024
Q2 | $361K | Buy |
4,975
+108
| +2% | +$7.85K | 0.01% | 213 |
|
|
2024
Q1 | $361K | Hold |
4,867
| – | – | 0.01% | 218 |
|
|
2023
Q4 | $342K | Hold |
4,867
| – | – | 0.01% | 214 |
|
|
2023
Q3 | $313K | Hold |
4,867
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $329K | Hold |
4,867
| – | – | 0.01% | 234 |
|
|
2023
Q1 | $325K | Hold |
4,867
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $300K | Hold |
4,867
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $256K | Hold |
4,867
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $286K | Hold |
4,867
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $338K | Hold |
4,867
| – | – | 0.01% | 241 |
|
|
2021
Q4 | $363K | Hold |
4,867
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $361K | Buy |
4,867
+650
| +15% | +$48.2K | 0.01% | 235 |
|
|
2021
Q2 | $316K | Hold |
4,217
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $304K | Hold |
4,217
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $291K | Hold |
4,217
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $254K | Sell |
4,217
-50
| -1% | -$3.01K | 0.01% | 237 |
|
|
2020
Q2 | $244K | Sell |
4,267
-4,500
| -51% | -$257K | 0.01% | 234 |
|
|
2020
Q1 | $437K | Hold |
8,767
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $572K | Sell |
8,767
-663
| -7% | -$43.3K | 0.01% | 199 |
|
|
2019
Q3 | $576K | Sell |
9,430
-100
| -1% | -$6.11K | 0.02% | 198 |
|
|
2019
Q2 | $585K | Buy |
9,530
+2,870
| +43% | +$176K | 0.02% | 193 |
|
|
2019
Q1 | $405 | Buy |
6,660
+1,170
| +21% | +$71 | 0.01% | 207 |
|
|
2018
Q4 | $302K | Hold |
5,490
| – | – | 0.01% | 238 |
|
|
2018
Q3 | $352K | Hold |
5,490
| – | – | 0.01% | 240 |
|
|
2018
Q2 | $348K | Buy |
5,490
+50
| +0.9% | +$3.17K | 0.01% | 244 |
|
|
2018
Q1 | $358K | Buy |
5,440
+1,527
| +39% | +$100K | 0.01% | 266 |
|
|
2017
Q4 | $259K | Buy |
+3,913
| New | +$259K | 0.01% | 253 |
|
|
2016
Q4 | – | Sell |
-7,138
| Closed | -$394K | – | 289 |
|
|
2016
Q3 | $394K | Hold |
7,138
| – | – | 0.01% | 225 |
|
|
2016
Q2 | $370K | Hold |
7,138
| – | – | 0.01% | 230 |
|
|
2016
Q1 | $379K | Sell |
7,138
-84,858
| -92% | -$4.51M | 0.01% | 227 |
|
|
2015
Q4 | $5M | Buy |
+91,996
| New | +$5M | 0.13% | 115 |
|