Clayton Financial Group’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 | $3.04M | Sell |
36,456
-58,108
| -61% | -$4.85M | 3.62% | 9 |
|
|
2025
Q1 | $7.15M | Buy |
94,564
+11,298
| +14% | +$855K | 2.62% | 11 |
|
|
2024
Q4 | $5.85M | Buy |
83,266
+4,234
| +5% | +$298K | 2.11% | 12 |
|
|
2024
Q3 | $6.17M | Buy |
79,032
+7,607
| +11% | +$594K | 2.31% | 11 |
|
|
2024
Q2 | $5.3M | Buy |
71,425
+2,448
| +4% | +$182K | 2.29% | 11 |
|
|
2024
Q1 | $5.12M | Buy |
68,977
+9,839
| +17% | +$730K | 2.33% | 12 |
|
|
2023
Q4 | $4.16M | Buy |
+59,138
| New | +$4.16M | 2.59% | 12 |
|