Coastal Bridge Advisors’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 | $4.73M | Buy |
+56,636
| New | +$4.73M | 0.39% | 64 |
|
|
2025
Q1 | – | Sell |
-37,007
| Closed | -$2.6M | – | 318 |
|
|
2024
Q4 | $2.6M | Buy |
37,007
+1,899
| +5% | +$133K | 0.65% | 36 |
|
|
2024
Q3 | $2.74M | Buy |
35,108
+39
| +0.1% | +$3.04K | 0.68% | 34 |
|
|
2024
Q2 | $2.55M | Buy |
35,069
+48
| +0.1% | +$3.49K | 0.63% | 33 |
|
|
2024
Q1 | $2.6M | Buy |
35,021
+213
| +0.6% | +$15.8K | 0.6% | 33 |
|
|
2023
Q4 | $2.45M | Buy |
34,808
+10,862
| +45% | +$764K | 0.63% | 33 |
|
|
2023
Q3 | $1.54M | Buy |
+23,946
| New | +$1.54M | 0.41% | 40 |
|