CIR
Clear Investment Research’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 | $2.93M | Sell |
35,150
-732
| -2% | -$61.1K | 3.7% | 6 |
|
|
2025
Q1 | $2.71M | Sell |
35,882
-2,563
| -7% | -$194K | 3.63% | 6 |
|
|
2024
Q4 | $2.7M | Buy |
38,445
+2,066
| +6% | +$145K | 3.48% | 8 |
|
|
2024
Q3 | $2.84M | Sell |
36,379
-1,914
| -5% | -$149K | 3.69% | 6 |
|
|
2024
Q2 | $2.78M | Sell |
38,293
-3,964
| -9% | -$288K | 3.63% | 9 |
|
|
2024
Q1 | $3.14M | Sell |
42,257
-605
| -1% | -$44.9K | 4.22% | 6 |
|
|
2023
Q4 | $3.02M | Buy |
42,862
+12
| +0% | +$844 | 4.25% | 6 |
|
|
2023
Q3 | $2.76M | Buy |
42,850
+766
| +2% | +$49.3K | 4.78% | 6 |
|
|
2023
Q2 | $2.84M | Buy |
42,084
+476
| +1% | +$32.1K | 4.76% | 5 |
|
|
2023
Q1 | $2.78M | Sell |
41,608
-1,423
| -3% | -$95.1K | 4.87% | 5 |
|
|
2022
Q4 | $2.65M | Sell |
43,031
-3,336
| -7% | -$206K | 5.14% | 5 |
|
|
2022
Q3 | $2.44M | Buy |
46,367
+834
| +2% | +$43.9K | 5.15% | 5 |
|
|
2022
Q2 | $2.68M | Buy |
45,533
+1,043
| +2% | +$61.4K | 5.92% | 4 |
|
|
2022
Q1 | $3.09M | Sell |
44,490
-310
| -0.7% | -$21.6K | 6.06% | 4 |
|
|
2021
Q4 | $3.34M | Buy |
44,800
+141
| +0.3% | +$10.5K | 5.13% | 7 |
|
|
2021
Q3 | $3.32M | Sell |
44,659
-150
| -0.3% | -$11.1K | 5.37% | 6 |
|
|
2021
Q2 | $3.35M | Sell |
44,809
-393
| -0.9% | -$29.4K | 5.6% | 6 |
|
|
2021
Q1 | $3.26M | Sell |
45,202
-783
| -2% | -$56.4K | 5.89% | 6 |
|
|
2020
Q4 | $3.18M | Sell |
45,985
-2,205
| -5% | -$152K | 5.74% | 6 |
|
|
2020
Q3 | $2.91M | Sell |
48,190
-1,118
| -2% | -$67.4K | 5.89% | 5 |
|
|
2020
Q2 | $2.82M | Sell |
49,308
-4,869
| -9% | -$278K | 6.04% | 5 |
|
|
2020
Q1 | $2.7M | Buy |
54,177
+1,945
| +4% | +$97K | 6.57% | 4 |
|
|
2019
Q4 | $3.41M | Sell |
52,232
-1,156
| -2% | -$75.4K | 7.04% | 4 |
|
|
2019
Q3 | $3.26M | Sell |
53,388
-382
| -0.7% | -$23.3K | 6.99% | 4 |
|
|
2019
Q2 | $3.3M | Sell |
53,770
-7,619
| -12% | -$468K | 5.41% | 7 |
|
|
2019
Q1 | $3.73M | Sell |
61,389
-1,942
| -3% | -$118K | 5.83% | 6 |
|
|
2018
Q4 | $3.48M | Buy |
63,331
+2,781
| +5% | +$153K | 5.63% | 6 |
|
|
2018
Q3 | $3.88M | Sell |
60,550
-121,776
| -67% | -$7.8M | 5.61% | 6 |
|
|
2018
Q2 | $12M | Hold |
182,326
| – | – | 7.86% | 5 |
|
|
2018
Q1 | $12M | Buy |
182,326
+7,432
| +4% | +$490K | 7.86% | 5 |
|
|
2017
Q4 | $11.6M | Buy |
174,894
+2,053
| +1% | +$136K | 7.65% | 5 |
|
|
2017
Q3 | $11.1M | Buy |
172,841
+74,709
| +76% | +$4.79M | 7.53% | 5 |
|
|
2017
Q2 | $5.98M | Sell |
98,132
-53,351
| -35% | -$3.25M | 4.56% | 11 |
|
|
2017
Q1 | $8.78M | Sell |
151,483
-7,109
| -4% | -$412K | 6.3% | 7 |
|
|
2016
Q4 | $8.51M | Buy |
158,592
+5,599
| +4% | +$300K | 6.56% | 7 |
|
|
2016
Q3 | $8.44M | Buy |
152,993
+106,489
| +229% | +$5.87M | 6.69% | 7 |
|
|
2016
Q2 | $2.41M | Sell |
46,504
-135,788
| -74% | -$7.05M | 2.52% | 15 |
|
|
2016
Q1 | $9.69M | Buy |
182,292
+4,357
| +2% | +$232K | 7.93% | 3 |
|
|
2015
Q4 | $9.68M | Buy |
177,935
+22,483
| +14% | +$1.22M | 8.25% | 3 |
|
|
2015
Q3 | $8.21M | Buy |
155,452
+7,357
| +5% | +$389K | 7.61% | 4 |
|
|
2015
Q2 | $8.63M | Buy |
148,095
+3,319
| +2% | +$193K | 7.68% | 4 |
|
|
2015
Q1 | $8.47M | Buy |
+144,776
| New | +$8.47M | 7.66% | 4 |
|