Caldwell Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.31M | Buy |
|
|||||
|
2025
Q2 | $5.83M | Buy |
|
|||||
|
2025
Q1 | $5.05M | Buy |
|
|||||
|
2024
Q4 | $4.51M | Buy |
|
|||||
|
2024
Q3 | $4.31M | Buy |
|
|||||
|
2024
Q2 | $3.94M | Buy |
|
|||||
|
2024
Q1 | $3.61M | Buy |
|
|||||
|
2023
Q4 | $2.86M | Buy |
|
|||||
|
2023
Q3 | $2.37M | Buy |
|
|||||
|
2023
Q2 | $1.45M | Buy |
|
|||||
|
2023
Q1 | $499K | Buy |
|
|||||
|
2022
Q4 | $457K | Hold |
|
|||||
|
2022
Q3 | $390K | Hold |
|
|||||
|
2022
Q2 | $436K | Buy |
|
|||||
|
2022
Q1 | $477K | Buy |
|
|||||
|
2021
Q4 | $18.7K | Hold |
|
|||||
|
2021
Q3 | $18.6K | Buy |
|