Catalyst Financial 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
Q2 | $46.4M | Buy |
556,200
+35,336
| +7% | +$2.95M | 5.07% | 3 |
|
|
2025
Q1 | $39.4M | Buy |
520,864
+24,193
| +5% | +$1.83M | 7.25% | 2 |
|
|
2024
Q4 | $34.9M | Buy |
496,671
+31,345
| +7% | +$2.2M | 6.56% | 2 |
|
|
2024
Q3 | $36.3M | Buy |
465,326
+23,613
| +5% | +$1.84M | 7.1% | 2 |
|
|
2024
Q2 | $32.1M | Sell |
441,713
-7,002
| -2% | -$509K | 7.05% | 2 |
|
|
2024
Q1 | $31.8M | Buy |
448,715
+27,694
| +7% | +$1.96M | 8.19% | 2 |
|
|
2023
Q4 | $29.6M | Buy |
421,021
+37,956
| +10% | +$2.67M | 8.36% | 2 |
|
|
2023
Q3 | $24.7M | Buy |
383,065
+29,653
| +8% | +$1.91M | 7.95% | 2 |
|
|
2023
Q2 | $23.9M | Buy |
353,412
+50,202
| +17% | +$3.39M | 8.5% | 2 |
|
|
2023
Q1 | $20.3M | Buy |
303,210
+9,038
| +3% | +$604K | 8.68% | 2 |
|
|
2022
Q4 | $18.1M | Buy |
+294,172
| New | +$18.1M | 9.32% | 2 |
|