Castleview Partners’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
Q1 | – | Sell |
-225
| Closed | -$15.8K | – | 350 |
|
|
2024
Q4 | $15.8K | Buy |
225
+1
| +0.4% | +$70 | 0.01% | 507 |
|
|
2024
Q3 | $17.5K | Hold |
224
| – | – | 0.01% | 460 |
|
|
2024
Q2 | $16.3K | Hold |
224
| – | – | 0.01% | 462 |
|
|
2024
Q1 | $16.6K | Hold |
224
| – | – | 0.01% | 483 |
|
|
2023
Q4 | $15.7K | Buy |
+224
| New | +$15.7K | 0.01% | 457 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$4K | – | 783 |
|
|
2022
Q1 | $4K | Sell |
63
-801,708
| -100% | -$50.9M | ﹤0.01% | 588 |
|
|
2021
Q4 | $10.7K | Buy |
+801,771
| New | +$10.7K | 0.09% | 87 |
|
|
2021
Q2 | $774K | Buy |
+10,337
| New | +$774K | 0.34% | 58 |
|