Callan Family Office’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 | $68.7M | Buy |
822,991
+64,894
| +9% | +$5.42M | 2.17% | 6 |
|
|
2025
Q1 | $57.4M | Buy |
758,097
+4,672
| +0.6% | +$353K | 4.3% | 2 |
|
|
2024
Q4 | $53M | Sell |
753,425
-18,034
| -2% | -$1.27M | 3.37% | 5 |
|
|
2024
Q3 | $60.2M | Buy |
771,459
+46,800
| +6% | +$3.65M | 10.12% | 2 |
|
|
2024
Q2 | $52.6M | Sell |
724,659
-19,067
| -3% | -$1.39M | 10.11% | 2 |
|
|
2024
Q1 | $55.2M | Buy |
743,726
+61,314
| +9% | +$4.55M | 12.94% | 2 |
|
|
2023
Q4 | $48M | Sell |
682,412
-35,144
| -5% | -$2.47M | 11.86% | 2 |
|
|
2023
Q3 | $46.2M | Buy |
717,556
+37,341
| +5% | +$2.4M | 12.3% | 2 |
|
|
2023
Q2 | $45.9M | Buy |
680,215
+14,811
| +2% | +$1,000K | 12.1% | 2 |
|
|
2023
Q1 | $44.5M | Buy |
665,404
+82,022
| +14% | +$5.48M | 10.79% | 2 |
|
|
2022
Q4 | $36M | Buy |
+583,382
| New | +$36M | 11.6% | 2 |
|