CIA
Choate Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
26,983
+2,652
| +11% | +$221K | 0.05% | 131 |
|
|
2025
Q1 | $1.84M | Sell |
24,331
-856
| -3% | -$64.8K | 0.05% | 141 |
|
|
2024
Q4 | $1.77M | Sell |
25,187
-1,002
| -4% | -$70.4K | 0.04% | 148 |
|
|
2024
Q3 | $2.04M | Sell |
26,189
-29,545
| -53% | -$2.31M | 0.05% | 140 |
|
|
2024
Q2 | $4.05M | Buy |
55,734
+7,366
| +15% | +$535K | 0.11% | 89 |
|
|
2024
Q1 | $3.59M | Buy |
48,368
+7,082
| +17% | +$526K | 0.1% | 107 |
|
|
2023
Q4 | $2.9M | Buy |
41,286
+3,996
| +11% | +$281K | 0.09% | 111 |
|
|
2023
Q3 | $2.4M | Buy |
37,290
+24,820
| +199% | +$1.6M | 0.09% | 93 |
|
|
2023
Q2 | $842K | Buy |
12,470
+3,400
| +37% | +$230K | 0.04% | 155 |
|
|
2023
Q1 | $606K | Buy |
9,070
+2,055
| +29% | +$137K | 0.03% | 167 |
|
|
2022
Q4 | $432K | Hold |
7,015
| – | – | 0.03% | 195 |
|
|
2022
Q3 | $369K | Sell |
7,015
-336
| -5% | -$17.7K | 0.02% | 187 |
|
|
2022
Q2 | $433K | Sell |
7,351
-1,090
| -13% | -$64.2K | 0.03% | 179 |
|
|
2022
Q1 | $586K | Buy |
8,441
+324
| +4% | +$22.5K | 0.03% | 183 |
|
|
2021
Q4 | $606K | Buy |
8,117
+336
| +4% | +$25.1K | 0.04% | 166 |
|
|
2021
Q3 | $578K | Buy |
7,781
+766
| +11% | +$56.9K | 0.04% | 166 |
|
|
2021
Q2 | $525K | Hold |
7,015
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $505K | Hold |
7,015
| – | – | 0.03% | 175 |
|
|
2020
Q4 | $485K | Sell |
7,015
-971
| -12% | -$67.1K | 0.03% | 164 |
|
|
2020
Q3 | $482K | Sell |
7,986
-733
| -8% | -$44.2K | 0.03% | 160 |
|
|
2020
Q2 | $498K | Buy |
8,719
+960
| +12% | +$54.8K | 0.04% | 148 |
|
|
2020
Q1 | $387K | Sell |
7,759
-48,119
| -86% | -$2.4M | 0.03% | 170 |
|
|
2019
Q4 | $3.65M | Sell |
55,878
-66,356
| -54% | -$4.33M | 0.22% | 56 |
|
|
2019
Q3 | $7.47M | Sell |
122,234
-620
| -0.5% | -$37.9K | 0.46% | 30 |
|
|
2019
Q2 | $7.54M | Sell |
122,854
-1,155
| -0.9% | -$70.9K | 0.45% | 31 |
|
|
2019
Q1 | $7.54M | Sell |
124,009
-688,067
| -85% | -$41.8M | 0.45% | 29 |
|
|
2018
Q4 | $44.7M | Buy |
812,076
+737,082
| +983% | +$40.5M | 2.88% | 7 |
|
|
2018
Q3 | $4.81M | Buy |
74,994
+1,623
| +2% | +$104K | 0.27% | 42 |
|
|
2018
Q2 | $4.65M | Hold |
73,371
| – | – | 0.27% | 45 |
|
|
2018
Q1 | $4.83M | Hold |
73,371
| – | – | 0.26% | 44 |
|
|
2017
Q4 | $4.85M | Sell |
73,371
-15,549
| -17% | -$1.03M | 0.25% | 50 |
|
|
2017
Q3 | $5.71M | Hold |
88,920
| – | – | 0.31% | 38 |
|
|
2017
Q2 | $5.41M | Buy |
88,920
+4,690
| +6% | +$286K | 0.31% | 40 |
|
|
2017
Q1 | $4.88M | Hold |
84,230
| – | – | 0.29% | 44 |
|
|
2016
Q4 | $4.52M | Hold |
84,230
| – | – | 0.29% | 41 |
|
|
2016
Q3 | $4.64M | Buy |
+84,230
| New | +$4.64M | 0.3% | 38 |
|