Chesley Taft & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chesley Taft & Associates’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.01M	Buy	48,010 +952	+2%	+$79.5K	0.18%	108
2025 Q1	$3.56M	Sell	47,058 -1,457	-3%	-$110K	0.17%	106
2024 Q4	$3.41M	Hold	48,515	–	–	0.16%	106
2024 Q3	$3.79M	Hold	48,515	–	–	0.18%	98
2024 Q2	$3.52M	Hold	48,515	–	–	0.18%	97
2024 Q1	$3.6M	Hold	48,515	–	–	0.18%	102
2023 Q4	$3.41M	Buy	48,515 +1,127	+2%	+$79.3K	0.19%	95
2023 Q3	$3.05M	Sell	47,388 -653	-1%	-$42K	0.2%	102
2023 Q2	$3.24M	Sell	48,041 -1,325	-3%	-$89.4K	0.2%	101
2023 Q1	$3.3M	Buy	49,366 +1,985	+4%	+$133K	0.22%	101
2022 Q4	$2.92M	Sell	47,381 -14,125	-23%	-$871K	0.2%	113
2022 Q3	$3.24M	Buy	61,506 +8,900	+17%	+$469K	0.24%	94
2022 Q2	$3.1M	Buy	52,606 +35,725	+212%	+$2.1M	0.21%	105
2022 Q1	$1.14M	Buy	16,881 +281	+2%	+$19K	0.07%	171
2021 Q4	$1.24M	Buy	16,600 +1,150	+7%	+$85.8K	0.06%	173
2021 Q3	$1.15M	Buy	15,450 +1,223	+9%	+$90.8K	0.07%	170
2021 Q2	$1.07M	Buy	14,227 +3,750	+36%	+$281K	0.06%	172
2021 Q1	$777K	Hold	10,477	–	–	0.05%	186
2020 Q4	$724K	Buy	10,477 +3,527	+51%	+$244K	0.05%	183
2020 Q3	$419K	Buy	+6,950	New	+$419K	0.03%	212
2020 Q1	–	Sell	-46,425	Closed	-$3.03M	–	256
2019 Q4	$3.03M	Buy	46,425 +800	+2%	+$52.2K	0.22%	91
2019 Q3	$2.79M	Sell	45,625 -650	-1%	-$39.7K	0.22%	92
2019 Q2	$2.84M	Sell	46,275 -1,950	-4%	-$120K	0.22%	91
2019 Q1	$2.93M	Sell	48,225 -8,025	-14%	-$488K	0.24%	84
2018 Q4	$3.09M	Sell	56,250 -2,850	-5%	-$157K	0.3%	80
2018 Q3	$3.79M	Buy	59,100 +3,250	+6%	+$208K	0.3%	81
2018 Q2	$3.54M	Buy	55,850 +350	+0.6%	+$22.2K	0.3%	81
2018 Q1	$3.66M	Sell	55,500 -300	-0.5%	-$19.8K	0.32%	80
2017 Q4	$3.69M	Buy	55,800 +7,600	+16%	+$502K	0.31%	82
2017 Q3	$3.09M	Buy	48,200 +200	+0.4%	+$12.8K	0.27%	93
2017 Q2	$2.92M	Buy	+48,000	New	+$2.92M	0.26%	92