Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.48M | Buy |
21,080
+7,886
| +60% | +$554K | 0.04% | 167 |
|
|
2024
Q3 | $1.03M | Sell |
13,194
-358
| -3% | -$27.9K | 0.03% | 190 |
|
|
2024
Q2 | $984K | Buy |
13,552
+10,693
| +374% | +$777K | 0.03% | 191 |
|
|
2024
Q1 | $212K | Hold |
2,859
| – | – | 0.01% | 320 |
|
|
2023
Q4 | $201K | Buy |
+2,859
| New | +$201K | 0.01% | 308 |
|
|
2023
Q3 | – | Sell |
-3,514
| Closed | -$237K | – | 307 |
|
|
2023
Q2 | $237K | Buy |
+3,514
| New | +$237K | 0.01% | 292 |
|
|
2022
Q3 | – | Sell |
-12,835
| Closed | -$755K | – | 308 |
|
|
2022
Q2 | $755K | Buy |
+12,835
| New | +$755K | 0.03% | 181 |
|
|
2021
Q4 | – | Sell |
-2,815
| Closed | -$209K | – | 268 |
|
|
2021
Q3 | $209K | Buy |
+2,815
| New | +$209K | 0.01% | 247 |
|
|
2018
Q4 | – | Sell |
-25,658
| Closed | -$1.64M | – | 262 |
|
|
2018
Q3 | $1.64M | Buy |
+25,658
| New | +$1.64M | 0.1% | 137 |
|