Coho Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,364
| Closed | -$547K | – | 53 |
|
|
2024
Q1 | $547K | Buy |
7,364
+1,445
| +24% | +$107K | 0.01% | 54 |
|
|
2023
Q4 | $416K | Buy |
5,919
+1,998
| +51% | +$141K | 0.01% | 67 |
|
|
2023
Q3 | $252K | Buy |
+3,921
| New | +$252K | 0.01% | 70 |
|
|
2023
Q2 | – | Sell |
-3,795
| Closed | -$254K | – | 70 |
|
|
2023
Q1 | $254K | Buy |
+3,795
| New | +$254K | ﹤0.01% | 68 |
|