Collective Family Office’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 | $3.55M | Sell |
42,467
-26
| -0.1% | -$2.17K | 0.91% | 34 |
|
|
2025
Q1 | $3.21M | Sell |
42,493
-4,100
| -9% | -$310K | 0.87% | 30 |
|
|
2024
Q4 | $3.27M | Sell |
46,593
-1,983
| -4% | -$139K | 0.9% | 30 |
|
|
2024
Q3 | $3.79M | Sell |
48,576
-4,280
| -8% | -$334K | 1.03% | 27 |
|
|
2024
Q2 | $3.84M | Buy |
52,856
+38,226
| +261% | +$2.78M | 1.13% | 25 |
|
|
2024
Q1 | $1.09M | Buy |
14,630
+9,880
| +208% | +$733K | 0.35% | 66 |
|
|
2023
Q4 | $334K | Hold |
4,750
| – | – | 0.12% | 123 |
|
|
2023
Q3 | $306K | Sell |
4,750
-1,300
| -21% | -$83.7K | 0.12% | 131 |
|
|
2023
Q2 | $408K | Hold |
6,050
| – | – | 0.16% | 119 |
|
|
2023
Q1 | $404K | Hold |
6,050
| – | – | 0.17% | 111 |
|
|
2022
Q4 | $373K | Sell |
6,050
-2,740
| -31% | -$169K | 0.17% | 113 |
|
|
2022
Q3 | $463K | Buy |
+8,790
| New | +$463K | 0.23% | 103 |
|
|
2021
Q2 | – | Sell |
-2,853
| Closed | -$206K | – | 172 |
|
|
2021
Q1 | $206K | Sell |
2,853
-3,420
| -55% | -$247K | 0.1% | 162 |
|
|
2020
Q4 | $433K | Buy |
+6,273
| New | +$433K | 0.24% | 102 |
|