C.M. Bidwell & Associates’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 | $1.19M | Sell |
14,297
-13
| -0.1% | -$1.09K | 0.62% | 34 |
|
|
2025
Q1 | $1.08M | Hold |
14,310
| – | – | 0.65% | 33 |
|
|
2024
Q4 | $1.01M | Buy |
14,310
+10
| +0.1% | +$703 | 0.61% | 36 |
|
|
2024
Q3 | $1.12M | Sell |
14,300
-1,490
| -9% | -$116K | 0.68% | 32 |
|
|
2024
Q2 | $1.15M | Sell |
15,790
-224
| -1% | -$16.3K | 0.77% | 33 |
|
|
2024
Q1 | $1.19M | Hold |
16,014
| – | – | 0.81% | 32 |
|
|
2023
Q4 | $1.13M | Sell |
16,014
-37
| -0.2% | -$2.6K | 0.84% | 28 |
|
|
2023
Q3 | $1.03M | Sell |
16,051
-991
| -6% | -$63.8K | 0.79% | 28 |
|
|
2023
Q2 | $1.15M | Sell |
17,042
-447
| -3% | -$30.2K | 0.84% | 27 |
|
|
2023
Q1 | $1.17M | Sell |
17,489
-438
| -2% | -$29.3K | 0.89% | 26 |
|
|
2022
Q4 | $1.11M | Sell |
17,927
-327
| -2% | -$20.2K | 0.87% | 27 |
|
|
2022
Q3 | $961K | Buy |
18,254
+1,699
| +10% | +$89.4K | 0.8% | 29 |
|
|
2022
Q2 | $974K | Buy |
16,555
+577
| +4% | +$33.9K | 0.77% | 31 |
|
|
2022
Q1 | $1.11M | Buy |
15,978
+303
| +2% | +$21.1K | 0.73% | 32 |
|
|
2021
Q4 | $1.17M | Buy |
15,675
+3,582
| +30% | +$267K | 0.72% | 31 |
|
|
2021
Q3 | $898K | Sell |
12,093
-9,677
| -44% | -$719K | 0.6% | 28 |
|
|
2021
Q2 | $1.63M | Buy |
21,770
+9,903
| +83% | +$741K | 1.07% | 22 |
|
|
2021
Q1 | $855K | Buy |
11,867
+829
| +8% | +$59.7K | 0.62% | 33 |
|
|
2020
Q4 | $763K | Buy |
11,038
+1,372
| +14% | +$94.8K | 0.63% | 33 |
|
|
2020
Q3 | $583K | Sell |
9,666
-305
| -3% | -$18.4K | 0.54% | 31 |
|
|
2020
Q2 | $570K | Buy |
9,971
+1,877
| +23% | +$107K | 0.52% | 33 |
|
|
2020
Q1 | $404K | Buy |
8,094
+2,933
| +57% | +$146K | 0.43% | 55 |
|
|
2019
Q4 | $337K | Buy |
5,161
+3,850
| +294% | +$251K | 0.3% | 82 |
|
|
2019
Q3 | $80K | Hold |
1,311
| – | – | 0.08% | 200 |
|
|
2019
Q2 | $80K | Hold |
1,311
| – | – | 0.08% | 196 |
|
|
2019
Q1 | $80K | Hold |
1,311
| – | – | 0.08% | 198 |
|
|
2018
Q4 | $72K | Buy |
1,311
+1,146
| +695% | +$62.9K | 0.08% | 217 |
|
|
2018
Q3 | $11K | Buy |
+165
| New | +$11K | 0.01% | 294 |
|