Cardinal Point Capital Management’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 | $341K | Sell |
4,088
-417
| -9% | -$34.8K | 0.03% | 171 |
|
|
2025
Q1 | $341K | Buy |
4,505
+1,220
| +37% | +$92.3K | 0.03% | 142 |
|
|
2024
Q4 | $231K | Buy |
3,285
+55
| +2% | +$3.87K | 0.04% | 82 |
|
|
2024
Q3 | $252K | Hold |
3,230
| – | – | 0.04% | 72 |
|
|
2024
Q2 | $235K | Buy |
3,230
+152
| +5% | +$11K | 0.04% | 68 |
|
|
2024
Q1 | $228K | Sell |
3,078
-68
| -2% | -$5.05K | 0.04% | 68 |
|
|
2023
Q4 | $221K | Sell |
3,146
-120
| -4% | -$8.44K | 0.05% | 63 |
|
|
2023
Q3 | $210K | Buy |
3,266
+120
| +4% | +$7.72K | 0.06% | 64 |
|
|
2023
Q2 | $212K | Buy |
+3,146
| New | +$212K | 0.06% | 63 |
|