Caldwell Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
69,894
+3,118
|
|
||||
|
2025
Q1 | $5.05M | Buy |
66,776
+2,595
|
|
||||
|
2024
Q4 | $4.51M | Buy |
64,181
+8,982
|
|
||||
|
2024
Q3 | $4.31M | Buy |
55,199
+956
|
|
||||
|
2024
Q2 | $3.94M | Buy |
54,243
+5,544
|
|
||||
|
2024
Q1 | $3.61M | Buy |
48,699
+8,057
|
|
||||
|
2023
Q4 | $2.86M | Buy |
40,642
+3,866
|
|
||||
|
2023
Q3 | $2.37M | Buy |
36,776
+15,344
|
|
||||
|
2023
Q2 | $1.45M | Buy |
21,432
+13,966
|
|
||||
|
2023
Q1 | $499K | Buy |
7,466
+57
|
|
||||
|
2022
Q4 | $457K | Hold |
7,409
|
|
||||
|
2022
Q3 | $390K | Hold |
7,409
|
|
||||
|
2022
Q2 | $436K | Buy |
7,409
+550
|
|
||||
|
2022
Q1 | $477K | Buy |
6,859
+6,609
|
|
||||
|
2021
Q4 | $18.7K | Hold |
250
|
|
||||
|
2021
Q3 | $18.6K | Buy |
+250
|
|