Beese Fulmer 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 | $3.29M | Buy |
+39,351
| New | +$3.29M | 0.24% | 83 |
|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$86K | – | 354 |
|
|
2020
Q2 | $86K | Buy |
+1,500
| New | +$86K | 0.01% | 257 |
|
|
2020
Q1 | – | Sell |
-3,974
| Closed | -$259K | – | 190 |
|
|
2019
Q4 | $259K | Hold |
3,974
| – | – | 0.04% | 170 |
|
|
2019
Q3 | $243K | Buy |
+3,974
| New | +$243K | 0.04% | 179 |
|
|
2018
Q2 | – | Sell |
-4,200
| Closed | -$277K | – | 200 |
|
|
2018
Q1 | $277K | Hold |
4,200
| – | – | 0.06% | 139 |
|
|
2017
Q4 | $278K | Hold |
4,200
| – | – | 0.06% | 144 |
|
|
2017
Q3 | $270K | Hold |
4,200
| – | – | 0.06% | 144 |
|
|
2017
Q2 | $256K | Hold |
4,200
| – | – | 0.06% | 145 |
|
|
2017
Q1 | $243K | Hold |
4,200
| – | – | 0.06% | 150 |
|
|
2016
Q4 | $225K | Hold |
4,200
| – | – | 0.06% | 158 |
|
|
2016
Q3 | $232K | Buy |
+4,200
| New | +$232K | 0.06% | 143 |
|