Annis Gardner Whiting 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 | $234K | Buy |
2,808
+1,184
| +73% | +$98.8K | 0.08% | 201 |
|
|
2025
Q1 | $123K | Sell |
1,624
-29
| -2% | -$2.19K | 0.05% | 243 |
|
|
2024
Q4 | $116K | Sell |
1,653
-94
| -5% | -$6.61K | 0.03% | 260 |
|
|
2024
Q3 | $136K | Sell |
1,747
-93
| -5% | -$7.26K | 0.04% | 245 |
|
|
2024
Q2 | $134K | Buy |
1,840
+1
| +0.1% | +$73 | 0.04% | 258 |
|
|
2024
Q1 | $136K | Buy |
1,839
+610
| +50% | +$45.3K | 0.05% | 232 |
|
|
2023
Q4 | $86.5K | Hold |
1,229
| – | – | 0.04% | 238 |
|
|
2023
Q3 | $79.1K | Buy |
+1,229
| New | +$79.1K | 0.04% | 240 |
|