Clarkston Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,928
| Closed | -$530K | – | 137 |
|
|
2025
Q4 | $530K | Hold |
5,928
| – | – | 0.01% | 137 |
|
|
2025
Q3 | $518K | Hold |
5,928
| – | – | 0.01% | 131 |
|
|
2025
Q2 | $495K | Hold |
5,928
| – | – | 0.01% | 127 |
|
|
2025
Q1 | $448K | Sell |
5,928
-158
| -3% | -$11.8K | 0.01% | 124 |
|
|
2024
Q4 | $428K | Hold |
6,086
| – | – | 0.01% | 124 |
|
|
2024
Q3 | $475K | Hold |
6,086
| – | – | 0.01% | 121 |
|
|
2024
Q2 | $442K | Buy |
6,086
+158
| +3% | +$11.6K | 0.01% | 125 |
|
|
2024
Q1 | $440K | Hold |
5,928
| – | – | 0.01% | 124 |
|
|
2023
Q4 | $417K | Hold |
5,928
| – | – | 0.01% | 121 |
|
|
2023
Q3 | $381K | Sell |
5,928
-1,125
| -16% | -$75.3K | 0.01% | 123 |
|
|
2023
Q2 | $476K | Hold |
7,053
| – | – | 0.01% | 115 |
|
|
2023
Q1 | $471K | Hold |
7,053
| – | – | 0.01% | 115 |
|
|
2022
Q4 | $435K | Sell |
7,053
-21,185
| -75% | -$1.25M | 0.01% | 128 |
|
|
2022
Q3 | $1.49M | Buy |
28,238
+20,085
| +246% | +$1.18M | 0.03% | 80 |
|
|
2022
Q2 | $480K | Hold |
8,153
| – | – | 0.01% | 130 |
|
|
2022
Q1 | $567K | Hold |
8,153
| – | – | 0.01% | 127 |
|
|
2021
Q4 | $609K | Sell |
8,153
-4,333
| -35% | -$326K | 0.01% | 112 |
|
|
2021
Q3 | $927K | Hold |
12,486
| – | – | 0.02% | 82 |
|
|
2021
Q2 | $935K | Sell |
12,486
-231
| -2% | -$17.4K | 0.02% | 83 |
|
|
2021
Q1 | $916K | Hold |
12,717
| – | – | 0.02% | 81 |
|
|
2020
Q4 | $879K | Buy |
12,717
+4,564
| +56% | +$295K | 0.02% | 68 |
|
|
2020
Q3 | $491K | Hold |
8,153
| – | – | 0.01% | 76 |
|
|
2020
Q2 | $466K | Buy |
+8,153
| New | +$442K | 0.01% | 74 |
|
Other funds holding IEFA
