Chapin Davis’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 | $410K | Buy |
4,914
+610
| +14% | +$50.9K | 0.11% | 152 |
|
|
2025
Q1 | $326K | Buy |
4,304
+404
| +10% | +$30.6K | 0.11% | 153 |
|
|
2024
Q4 | $304K | Hold |
3,900
| – | – | 0.1% | 169 |
|
|
2024
Q3 | $304K | Sell |
3,900
-996
| -20% | -$77.7K | 0.1% | 170 |
|
|
2024
Q2 | $356K | Buy |
4,896
+1,353
| +38% | +$98.3K | 0.12% | 153 |
|
|
2024
Q1 | $263K | Buy |
3,543
+34
| +1% | +$2.52K | 0.1% | 181 |
|
|
2023
Q4 | $247K | Buy |
3,509
+2
| +0.1% | +$141 | 0.1% | 176 |
|
|
2023
Q3 | $226K | Buy |
3,507
+265
| +8% | +$17.1K | 0.11% | 166 |
|
|
2023
Q2 | $219K | Buy |
+3,242
| New | +$219K | 0.1% | 185 |
|