Carlson Capital Management’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
2024
Q4
$964K Hold
2024
Q3
$1.07M Sell
2024
Q2
$999K Sell
2024
Q1
$1.03M Sell
2023
Q4
$2.5M Buy
2023
Q3
$1.99M Buy
2023
Q2
$2.06M Hold
2023
Q1
$2.04M Buy
2022
Q4
$1.51M Buy
2022
Q3
$1.11M Buy
2022
Q2
$1.03M Buy
2022
Q1
$1.06M Sell
2021
Q4
$1.22M Buy
2021
Q3
$1.14M Sell
2021
Q2
$1.15M Buy
2021
Q1
$1.1M Buy
2020
Q4
$1.1M Hold
2020
Q3
$923K Hold
2020
Q2
$897K Hold
2020
Q1
$791K Buy