Belpointe Asset 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 | $5.81M | Buy |
69,591
+21,124
| +44% | +$1.76M | 0.24% | 71 |
|
|
2025
Q1 | $3.67M | Buy |
48,467
+43,550
| +886% | +$3.29M | 0.19% | 105 |
|
|
2024
Q4 | $380K | Buy |
4,917
+66
| +1% | +$5.1K | 0.02% | 578 |
|
|
2024
Q3 | $379K | Buy |
4,851
+132
| +3% | +$10.3K | 0.02% | 581 |
|
|
2024
Q2 | $343K | Buy |
4,719
+104
| +2% | +$7.56K | 0.02% | 546 |
|
|
2024
Q1 | $343K | Sell |
4,615
-524
| -10% | -$38.9K | 0.03% | 544 |
|
|
2023
Q4 | $362K | Sell |
5,139
-666
| -11% | -$46.9K | 0.03% | 465 |
|
|
2023
Q3 | $374K | Buy |
5,805
+580
| +11% | +$37.3K | 0.04% | 412 |
|
|
2023
Q2 | $353K | Sell |
5,225
-16,567
| -76% | -$1.12M | 0.04% | 394 |
|
|
2023
Q1 | $1.46M | Buy |
21,792
+14,578
| +202% | +$975K | 0.08% | 262 |
|
|
2022
Q4 | $445K | Buy |
7,214
+473
| +7% | +$29.2K | 0.03% | 589 |
|
|
2022
Q3 | $354K | Sell |
6,741
-4,812
| -42% | -$253K | 0.02% | 633 |
|
|
2022
Q2 | $679K | Buy |
11,553
+1,582
| +16% | +$93K | 0.05% | 392 |
|
|
2022
Q1 | $692K | Sell |
9,971
-6,088
| -38% | -$423K | 0.04% | 429 |
|
|
2021
Q4 | $1.2M | Buy |
16,059
+1,475
| +10% | +$110K | 0.07% | 267 |
|
|
2021
Q3 | $1.08M | Sell |
14,584
-1,693
| -10% | -$126K | 0.07% | 288 |
|
|
2021
Q2 | $1.22M | Buy |
16,277
+2,665
| +20% | +$199K | 0.09% | 251 |
|
|
2021
Q1 | $981K | Sell |
13,612
-2,524
| -16% | -$182K | 0.08% | 255 |
|
|
2020
Q4 | $1.11M | Buy |
16,136
+215
| +1% | +$14.8K | 0.1% | 229 |
|
|
2020
Q3 | $959K | Buy |
15,921
+2,001
| +14% | +$121K | 0.11% | 213 |
|
|
2020
Q2 | $796K | Sell |
13,920
-194
| -1% | -$11.1K | 0.1% | 208 |
|
|
2020
Q1 | $704K | Buy |
14,114
+4,193
| +42% | +$209K | 0.12% | 195 |
|
|
2019
Q4 | $648K | Buy |
9,921
+379
| +4% | +$24.8K | 0.08% | 268 |
|
|
2019
Q3 | $583K | Buy |
9,542
+4,834
| +103% | +$295K | 0.09% | 235 |
|
|
2019
Q2 | $289K | Buy |
+4,708
| New | +$289K | 0.06% | 334 |
|
|
2019
Q1 | – | Sell |
-4,639
| Closed | -$255K | – | 488 |
|
|
2018
Q4 | $255K | Sell |
4,639
-1,570
| -25% | -$86.3K | 0.06% | 302 |
|
|
2018
Q3 | $398K | Buy |
+6,209
| New | +$398K | 0.06% | 305 |
|