Cape Investment Advisory’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 | $46.2K | Hold |
553
| – | – | 0.02% | 380 |
|
|
2025
Q1 | $41.9K | Buy |
553
+112
| +25% | +$8.48K | 0.02% | 361 |
|
|
2024
Q4 | $31K | Sell |
441
-100
| -18% | -$7.03K | 0.01% | 412 |
|
|
2024
Q3 | $42.2K | Buy |
541
+43
| +9% | +$3.36K | 0.02% | 342 |
|
|
2024
Q2 | $36.2K | Hold |
498
| – | – | 0.02% | 342 |
|
|
2024
Q1 | $37K | Sell |
498
-2,280
| -82% | -$169K | 0.02% | 350 |
|
|
2023
Q4 | $195K | Buy |
2,778
+2,475
| +817% | +$174K | 0.1% | 150 |
|
|
2023
Q3 | $19.5K | Buy |
+303
| New | +$19.5K | 0.01% | 448 |
|