Autumn Glory 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 | – | Sell |
-12,500
| Closed | -$946K | – | 192 |
|
|
2025
Q1 | $946K | Buy |
+12,500
| New | +$946K | 0.47% | 63 |
|
|
2024
Q4 | – | Sell |
-23,400
| Closed | -$1.83M | – | 194 |
|
|
2024
Q3 | $1.83M | Buy |
23,400
+11,170
| +91% | +$872K | 0.7% | 42 |
|
|
2024
Q2 | $888K | Hold |
12,230
| – | – | 0.45% | 63 |
|
|
2024
Q1 | $908K | Hold |
12,230
| – | – | 0.44% | 66 |
|
|
2023
Q4 | $841K | Buy |
+12,230
| New | +$841K | 0.48% | 66 |
|
|
2023
Q3 | – | Sell |
-12,870
| Closed | -$869K | – | 160 |
|
|
2023
Q2 | $869K | Buy |
+12,870
| New | +$869K | 0.64% | 51 |
|
|
2023
Q1 | – | Sell |
-25,740
| Closed | -$1.59M | – | 158 |
|
|
2022
Q4 | $1.59M | Buy |
+25,740
| New | +$1.59M | 0.85% | 35 |
|
|
2022
Q3 | – | Sell |
-3,620
| Closed | -$213K | – | 161 |
|
|
2022
Q2 | $213K | Buy |
+3,620
| New | +$213K | 0.16% | 138 |
|