Capital Advisors Ltd’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
Q2 | $2.58M | Buy |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.26M | Buy |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.88M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $745K | Sell |
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|
2018
Q3 | $920K | Sell |
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|
2018
Q2 | $989K | Buy |
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|
2018
Q1 | $828K | Buy |
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|
2017
Q4 | $286K | Buy |
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|
2017
Q3 | $124K | Buy |
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