Blue Chip 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 | $636K | Sell |
7,624
-283
| -4% | -$23.6K | 0.05% | 94 |
|
|
2025
Q1 | $598K | Hold |
7,907
| – | – | 0.05% | 98 |
|
|
2024
Q4 | $556K | Buy |
7,907
+565
| +8% | +$39.7K | 0.05% | 103 |
|
|
2024
Q3 | $573K | Sell |
7,342
-7
| -0.1% | -$546 | 0.05% | 93 |
|
|
2024
Q2 | $534K | Buy |
7,349
+131
| +2% | +$9.52K | 0.05% | 88 |
|
|
2024
Q1 | $536K | Sell |
7,218
-270
| -4% | -$20K | 0.05% | 89 |
|
|
2023
Q4 | $527K | Buy |
7,488
+109
| +1% | +$7.67K | 0.05% | 89 |
|
|
2023
Q3 | $475K | Hold |
7,379
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $498K | Buy |
7,379
+139
| +2% | +$9.38K | 0.06% | 97 |
|
|
2023
Q1 | $484K | Hold |
7,240
| – | – | 0.06% | 95 |
|
|
2022
Q4 | $446K | Buy |
+7,240
| New | +$446K | 0.06% | 96 |
|
|
2022
Q3 | – | Sell |
-4,728
| Closed | -$278K | – | 166 |
|
|
2022
Q2 | $278K | Buy |
4,728
+2,106
| +80% | +$124K | 0.04% | 116 |
|
|
2022
Q1 | $182K | Buy |
+2,622
| New | +$182K | 0.02% | 140 |
|
|
2020
Q1 | – | Sell |
-118,100
| Closed | -$7.71M | – | 145 |
|
|
2019
Q4 | $7.71M | Buy |
118,100
+13,315
| +13% | +$869K | 1.47% | 31 |
|
|
2019
Q3 | $6.4M | Sell |
104,785
-402
| -0.4% | -$24.5K | 1.35% | 31 |
|
|
2019
Q2 | $6.46M | Buy |
105,187
+9,091
| +9% | +$558K | 1.45% | 31 |
|
|
2019
Q1 | $5.84M | Buy |
96,096
+1,627
| +2% | +$98.9K | 1.38% | 31 |
|
|
2018
Q4 | $5.2M | Buy |
+94,469
| New | +$5.2M | 1.31% | 29 |
|