Anchor 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 | $347K | Buy |
4,161
+616
| +17% | +$51.4K | 0.03% | 296 |
|
|
2025
Q1 | $268K | Sell |
3,545
-55
| -2% | -$4.16K | 0.03% | 323 |
|
|
2024
Q4 | $253K | Sell |
3,600
-364
| -9% | -$25.6K | 0.02% | 330 |
|
|
2024
Q3 | $309K | Hold |
3,964
| – | – | 0.03% | 302 |
|
|
2024
Q2 | $288K | Hold |
3,964
| – | – | 0.03% | 297 |
|
|
2024
Q1 | $294K | Hold |
3,964
| – | – | 0.03% | 299 |
|
|
2023
Q4 | $279K | Buy |
3,964
+620
| +19% | +$43.6K | 0.03% | 296 |
|
|
2023
Q3 | $215K | Buy |
3,344
+571
| +21% | +$36.7K | 0.03% | 327 |
|
|
2023
Q2 | $187K | Buy |
2,773
+200
| +8% | +$13.5K | 0.02% | 352 |
|
|
2023
Q1 | $172K | Buy |
2,573
+809
| +46% | +$54.1K | 0.02% | 369 |
|
|
2022
Q4 | $109K | Buy |
1,764
+318
| +22% | +$19.6K | 0.02% | 421 |
|
|
2022
Q3 | $76.2K | Sell |
1,446
-4,171
| -74% | -$220K | 0.01% | 456 |
|
|
2022
Q2 | $331K | Sell |
5,617
-73
| -1% | -$4.3K | 0.05% | 275 |
|
|
2022
Q1 | $396K | Sell |
5,690
-740
| -12% | -$51.4K | 0.05% | 278 |
|
|
2021
Q4 | $480K | Buy |
6,430
+4,637
| +259% | +$346K | 0.06% | 254 |
|
|
2021
Q3 | $133K | Hold |
1,793
| – | – | 0.02% | 414 |
|
|
2021
Q2 | $134K | Hold |
1,793
| – | – | 0.02% | 418 |
|
|
2021
Q1 | $129K | Sell |
1,793
-150
| -8% | -$10.8K | 0.02% | 405 |
|
|
2020
Q4 | $134K | Hold |
1,943
| – | – | 0.02% | 348 |
|
|
2020
Q3 | $117K | Buy |
1,943
+618
| +47% | +$37.3K | 0.02% | 343 |
|
|
2020
Q2 | $75.7K | Hold |
1,325
| – | – | 0.02% | 381 |
|
|
2020
Q1 | $66.1K | Sell |
1,325
-370
| -22% | -$18.5K | 0.02% | 383 |
|
|
2019
Q4 | $111K | Buy |
1,695
+330
| +24% | +$21.5K | 0.02% | 360 |
|
|
2019
Q3 | $83.4K | Hold |
1,365
| – | – | 0.02% | 386 |
|
|
2019
Q2 | $83.8K | Buy |
1,365
+124
| +10% | +$7.61K | 0.02% | 385 |
|
|
2019
Q1 | $75.4K | Hold |
1,241
| – | – | 0.02% | 391 |
|
|
2018
Q4 | $68.3K | Hold |
1,241
| – | – | 0.02% | 390 |
|
|
2018
Q3 | $79.5K | Hold |
1,241
| – | – | 0.02% | 414 |
|
|
2018
Q2 | $78.6K | Hold |
1,241
| – | – | 0.02% | 422 |
|
|
2018
Q1 | $81.8K | Hold |
1,241
| – | – | 0.02% | 417 |
|
|
2017
Q4 | $82K | Buy |
1,241
+587
| +90% | +$38.8K | 0.02% | 400 |
|
|
2017
Q3 | $42K | Hold |
654
| – | – | 0.01% | 479 |
|
|
2017
Q2 | $39.8K | Hold |
654
| – | – | 0.01% | 427 |
|
|
2017
Q1 | $37.9K | Hold |
654
| – | – | 0.01% | 424 |
|
|
2016
Q4 | $35.1K | Hold |
654
| – | – | 0.01% | 414 |
|
|
2016
Q3 | $36.1K | Sell |
654
-700
| -52% | -$38.6K | 0.01% | 387 |
|
|
2016
Q2 | $70.3K | Buy |
1,354
+1,064
| +367% | +$55.2K | 0.03% | 318 |
|
|
2016
Q1 | $15.4K | Buy |
+290
| New | +$15.4K | 0.01% | 452 |
|