Birch Hill 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 | $467K | Sell |
5,596
-70
| -1% | -$5.84K | 0.02% | 143 |
|
|
2025
Q1 | $429K | Hold |
5,666
| – | – | 0.02% | 144 |
|
|
2024
Q4 | $398K | Buy |
5,666
+1,273
| +29% | +$89.5K | 0.02% | 147 |
|
|
2024
Q3 | $343K | Sell |
4,393
-1,346
| -23% | -$105K | 0.02% | 150 |
|
|
2024
Q2 | $417K | Hold |
5,739
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $426K | Hold |
5,739
| – | – | 0.02% | 137 |
|
|
2023
Q4 | $404K | Sell |
5,739
-1,516
| -21% | -$107K | 0.02% | 128 |
|
|
2023
Q3 | $467K | Buy |
7,255
+673
| +10% | +$43.3K | 0.03% | 118 |
|
|
2023
Q2 | $444K | Buy |
6,582
+666
| +11% | +$45K | 0.03% | 119 |
|
|
2023
Q1 | $395K | Hold |
5,916
| – | – | 0.02% | 128 |
|
|
2022
Q4 | $365K | Sell |
5,916
-250
| -4% | -$15.4K | 0.02% | 127 |
|
|
2022
Q3 | $325K | Hold |
6,166
| – | – | 0.02% | 125 |
|
|
2022
Q2 | $363K | Sell |
6,166
-330
| -5% | -$19.4K | 0.02% | 125 |
|
|
2022
Q1 | $452K | Hold |
6,496
| – | – | 0.02% | 122 |
|
|
2021
Q4 | $485K | Sell |
6,496
-130
| -2% | -$9.71K | 0.02% | 126 |
|
|
2021
Q3 | $492K | Hold |
6,626
| – | – | 0.03% | 121 |
|
|
2021
Q2 | $496K | Hold |
6,626
| – | – | 0.03% | 119 |
|
|
2021
Q1 | $477K | Hold |
6,626
| – | – | 0.03% | 118 |
|
|
2020
Q4 | $458K | Hold |
6,626
| – | – | 0.03% | 113 |
|
|
2020
Q3 | $399K | Hold |
6,626
| – | – | 0.03% | 111 |
|
|
2020
Q2 | $379K | Sell |
6,626
-106
| -2% | -$6.06K | 0.03% | 112 |
|
|
2020
Q1 | $336K | Buy |
+6,732
| New | +$336K | 0.03% | 109 |
|
|
2019
Q1 | – | Sell |
-4,699
| Closed | -$258K | – | 143 |
|
|
2018
Q4 | $258K | Hold |
4,699
| – | – | 0.02% | 127 |
|
|
2018
Q3 | $301K | Buy |
+4,699
| New | +$301K | 0.02% | 133 |
|