Caldwell Sutter 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 | $88K | Hold |
1,054
| – | – | 0.04% | 296 |
|
|
2025
Q1 | $79.7K | Hold |
1,054
| – | – | 0.04% | 299 |
|
|
2024
Q4 | $74.1K | Hold |
1,054
| – | – | 0.03% | 309 |
|
|
2024
Q3 | $82.3K | Hold |
1,054
| – | – | 0.04% | 302 |
|
|
2024
Q2 | $76.6K | Hold |
1,054
| – | – | 0.04% | 297 |
|
|
2024
Q1 | $78.2K | Hold |
1,054
| – | – | 0.04% | 301 |
|
|
2023
Q4 | $74.1K | Hold |
1,054
| – | – | 0.04% | 304 |
|
|
2023
Q3 | $67.8K | Buy |
1,054
+233
| +28% | +$15K | 0.04% | 299 |
|
|
2023
Q2 | $55.4K | Buy |
821
+502
| +157% | +$33.9K | 0.03% | 311 |
|
|
2023
Q1 | $21.3K | Buy |
+319
| New | +$21.3K | 0.02% | 329 |
|