Clifford Swan Investment Counsel’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 | $220K | Buy |
+2,632
| New | +$220K | 0.01% | 301 |
|
|
2024
Q4 | – | Sell |
-2,889
| Closed | -$225K | – | 312 |
|
|
2024
Q3 | $225K | Hold |
2,889
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $210K | Sell |
2,889
-65
| -2% | -$4.72K | 0.01% | 297 |
|
|
2024
Q1 | $219K | Sell |
2,954
-504
| -15% | -$37.4K | 0.01% | 294 |
|
|
2023
Q4 | $243K | Hold |
3,458
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $223K | Buy |
+3,458
| New | +$223K | 0.01% | 283 |
|
|
2022
Q1 | – | Sell |
-2,770
| Closed | -$207K | – | 328 |
|
|
2021
Q4 | $207K | Buy |
+2,770
| New | +$207K | 0.01% | 329 |
|