Blue Fin Capital’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 | $999K | Buy |
+11,969
| New | +$999K | 0.17% | 77 |
|
|
2024
Q4 | $1.03M | Buy |
14,586
+94
| +0.6% | +$6.61K | 0.19% | 74 |
|
|
2024
Q3 | $1.13M | Buy |
14,492
+494
| +4% | +$38.6K | 0.21% | 73 |
|
|
2024
Q2 | $1.02M | Buy |
13,998
+510
| +4% | +$37K | 0.2% | 74 |
|
|
2024
Q1 | $1M | Buy |
13,488
+771
| +6% | +$57.2K | 0.22% | 72 |
|
|
2023
Q4 | $895K | Buy |
12,717
+1,492
| +13% | +$105K | 0.23% | 75 |
|
|
2023
Q3 | $722K | Buy |
11,225
+4,210
| +60% | +$271K | 0.21% | 81 |
|
|
2023
Q2 | $473K | Buy |
7,015
+134
| +2% | +$9.05K | 0.14% | 88 |
|
|
2023
Q1 | $468K | Buy |
6,881
+440
| +7% | +$30K | 0.15% | 88 |
|
|
2022
Q4 | $397K | Buy |
6,441
+134
| +2% | +$8.26K | 0.15% | 99 |
|
|
2022
Q3 | $332K | Buy |
6,307
+68
| +1% | +$3.58K | 0.13% | 100 |
|
|
2022
Q2 | $367K | Buy |
6,239
+154
| +3% | +$9.06K | 0.13% | 95 |
|
|
2022
Q1 | $422K | Buy |
6,085
+1,720
| +39% | +$119K | 0.12% | 95 |
|
|
2021
Q4 | $325K | Buy |
4,365
+615
| +16% | +$45.8K | 0.09% | 109 |
|
|
2021
Q3 | $278K | Sell |
3,750
-911
| -20% | -$67.5K | 0.08% | 112 |
|
|
2021
Q2 | $348K | Buy |
4,661
+1,092
| +31% | +$81.5K | 0.11% | 97 |
|
|
2021
Q1 | $257K | Buy |
3,569
+10
| +0.3% | +$720 | 0.09% | 113 |
|
|
2020
Q4 | $245K | Sell |
3,559
-1,265
| -26% | -$87.1K | 0.09% | 108 |
|
|
2020
Q3 | $290K | Sell |
4,824
-976
| -17% | -$58.7K | 0.12% | 96 |
|
|
2020
Q2 | $331K | Sell |
5,800
-4,945
| -46% | -$282K | 0.15% | 88 |
|
|
2020
Q1 | $536K | Sell |
10,745
-2,715
| -20% | -$135K | 0.3% | 74 |
|
|
2019
Q4 | $878K | Sell |
13,460
-1,069
| -7% | -$69.7K | 0.41% | 71 |
|
|
2019
Q3 | $887K | Sell |
14,529
-1,931
| -12% | -$118K | 0.46% | 68 |
|
|
2019
Q2 | $1.01M | Buy |
16,460
+453
| +3% | +$27.8K | 0.52% | 63 |
|
|
2019
Q1 | $972K | Buy |
16,007
+106
| +0.7% | +$6.44K | 0.51% | 63 |
|
|
2018
Q4 | $874K | Buy |
+15,901
| New | +$874K | 0.52% | 60 |
|