Bigelow Investment 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 | $3.08M | Buy |
36,859
+167
| +0.5% | +$13.9K | 1.36% | 16 |
|
|
2025
Q1 | $2.78M | Sell |
36,692
-514
| -1% | -$38.9K | 1.32% | 15 |
|
|
2024
Q4 | $2.61M | Sell |
37,206
-4,741
| -11% | -$333K | 1.23% | 16 |
|
|
2024
Q3 | $3.27M | Sell |
41,947
-233
| -0.6% | -$18.2K | 1.46% | 12 |
|
|
2024
Q2 | $3.06M | Sell |
42,180
-2,676
| -6% | -$194K | 1.46% | 13 |
|
|
2024
Q1 | $3.33M | Sell |
44,856
-1,425
| -3% | -$106K | 1.64% | 10 |
|
|
2023
Q4 | $3.26M | Sell |
46,281
-1,419
| -3% | -$99.8K | 1.76% | 9 |
|
|
2023
Q3 | $3.07M | Sell |
47,700
-461
| -1% | -$29.7K | 1.76% | 9 |
|
|
2023
Q2 | $3.25M | Buy |
48,161
+571
| +1% | +$38.5K | 1.78% | 10 |
|
|
2023
Q1 | $3.18M | Buy |
47,590
+1,792
| +4% | +$120K | 1.83% | 9 |
|
|
2022
Q4 | $2.82M | Buy |
45,798
+4,499
| +11% | +$277K | 1.64% | 13 |
|
|
2022
Q3 | $2.18M | Buy |
41,299
+5,164
| +14% | +$272K | 1.3% | 17 |
|
|
2022
Q2 | $2.13M | Buy |
36,135
+4,547
| +14% | +$268K | 1.17% | 18 |
|
|
2022
Q1 | $2.2M | Buy |
31,588
+3,879
| +14% | +$270K | 1.03% | 23 |
|
|
2021
Q4 | $2.07M | Buy |
27,709
+412
| +2% | +$30.7K | 0.94% | 25 |
|
|
2021
Q3 | $2.03M | Buy |
27,297
+5,515
| +25% | +$410K | 1% | 23 |
|
|
2021
Q2 | $1.63M | Hold |
21,782
| – | – | 0.79% | 34 |
|
|
2021
Q1 | $1.57M | Buy |
21,782
+2,366
| +12% | +$170K | 0.8% | 33 |
|
|
2020
Q4 | $1.34M | Buy |
19,416
+957
| +5% | +$66.1K | 0.71% | 37 |
|
|
2020
Q3 | $1.11M | Sell |
18,459
-530
| -3% | -$32K | 0.66% | 40 |
|
|
2020
Q2 | $1.09M | Sell |
18,989
-2,521
| -12% | -$144K | 0.7% | 37 |
|
|
2020
Q1 | $1.07M | Sell |
21,510
-1,223
| -5% | -$61K | 0.8% | 32 |
|
|
2019
Q4 | $1.48M | Buy |
22,733
+92
| +0.4% | +$6K | 0.87% | 28 |
|
|
2019
Q3 | $1.38M | Buy |
22,641
+800
| +4% | +$48.9K | 0.88% | 28 |
|
|
2019
Q2 | $1.34M | Buy |
21,841
+6,805
| +45% | +$418K | 0.9% | 29 |
|
|
2019
Q1 | $914K | Buy |
15,036
+5,645
| +60% | +$343K | 0.63% | 45 |
|
|
2018
Q4 | $517K | Buy |
9,391
+5,740
| +157% | +$316K | 0.39% | 77 |
|
|
2018
Q3 | $234K | Buy |
3,651
+198
| +6% | +$12.7K | 0.16% | 139 |
|
|
2018
Q2 | $219K | Buy |
+3,453
| New | +$219K | 0.15% | 141 |
|