Certuity’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 | $638K | Buy |
7,648
+199
| +3% | +$16.6K | 0.06% | 179 |
|
|
2025
Q1 | $564K | Sell |
7,449
-875
| -11% | -$66.2K | 0.06% | 171 |
|
|
2024
Q4 | $585K | Buy |
8,324
+3,101
| +59% | +$218K | 0.06% | 159 |
|
|
2024
Q3 | $408K | Sell |
5,223
-3,801
| -42% | -$297K | 0.04% | 203 |
|
|
2024
Q2 | $656K | Sell |
9,024
-1,500
| -14% | -$109K | 0.05% | 159 |
|
|
2024
Q1 | $781K | Buy |
10,524
+501
| +5% | +$37.2K | 0.07% | 132 |
|
|
2023
Q4 | $705K | Sell |
10,023
-433
| -4% | -$30.5K | 0.07% | 143 |
|
|
2023
Q3 | $673K | Buy |
10,456
+1,266
| +14% | +$81.5K | 0.08% | 113 |
|
|
2023
Q2 | $620K | Buy |
9,190
+3,730
| +68% | +$252K | 0.07% | 128 |
|
|
2023
Q1 | $365K | Hold |
5,460
| – | – | 0.05% | 138 |
|
|
2022
Q4 | $337K | Buy |
5,460
+630
| +13% | +$38.8K | 0.05% | 141 |
|
|
2022
Q3 | $254K | Hold |
4,830
| – | – | 0.06% | 152 |
|
|
2022
Q2 | $284K | Buy |
4,830
+42
| +0.9% | +$2.47K | 0.07% | 158 |
|
|
2022
Q1 | $333K | Hold |
4,788
| – | – | 0.07% | 190 |
|
|
2021
Q4 | $357K | Sell |
4,788
-156
| -3% | -$11.6K | 0.08% | 180 |
|
|
2021
Q3 | $367K | Sell |
4,944
-5
| -0.1% | -$371 | 0.07% | 220 |
|
|
2021
Q2 | $370K | Sell |
4,949
-4
| -0.1% | -$299 | 0.09% | 179 |
|
|
2021
Q1 | $357K | Sell |
4,953
-7
| -0.1% | -$505 | 0.1% | 164 |
|
|
2020
Q4 | $343K | Buy |
4,960
+172
| +4% | +$11.9K | 0.11% | 134 |
|
|
2020
Q3 | $289K | Hold |
4,788
| – | – | 0.11% | 118 |
|
|
2020
Q2 | $274K | Buy |
+4,788
| New | +$274K | 0.13% | 110 |
|
|
2020
Q1 | – | Sell |
-3,801
| Closed | -$248K | – | 165 |
|
|
2019
Q4 | $248K | Buy |
+3,801
| New | +$248K | 0.12% | 138 |
|