Aspect Partners’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 | $14.7M | Buy |
176,342
+70,241
| +66% | +$5.86M | 7.26% | 4 |
|
|
2025
Q1 | $8.03M | Buy |
106,101
+14,099
| +15% | +$1.07M | 4.6% | 5 |
|
|
2024
Q4 | $6.47M | Buy |
92,002
+5,718
| +7% | +$402K | 3.73% | 5 |
|
|
2024
Q3 | $6.73M | Buy |
86,284
+19,383
| +29% | +$1.51M | 3.78% | 6 |
|
|
2024
Q2 | $4.86M | Buy |
66,901
+529
| +0.8% | +$38.4K | 2.89% | 7 |
|
|
2024
Q1 | $4.93M | Buy |
66,372
+6,690
| +11% | +$497K | 3.89% | 5 |
|
|
2023
Q4 | $4.2M | Buy |
+59,682
| New | +$4.2M | 2.71% | 10 |
|