Columbia Asset Management’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 | $1.13M | Buy |
13,515
+37
| +0.3% | +$3.09K | 0.22% | 78 |
|
|
2025
Q1 | $1.02M | Buy |
13,478
+915
| +7% | +$69.2K | 0.2% | 85 |
|
|
2024
Q4 | $883K | Buy |
12,563
+433
| +4% | +$30.4K | 0.16% | 92 |
|
|
2024
Q3 | $947K | Buy |
12,130
+275
| +2% | +$21.5K | 0.17% | 92 |
|
|
2024
Q2 | $861K | Buy |
11,855
+700
| +6% | +$50.8K | 0.16% | 92 |
|
|
2024
Q1 | $785K | Hold |
11,155
| – | – | 0.16% | 95 |
|
|
2023
Q4 | $785K | Sell |
11,155
-1,700
| -13% | -$120K | 0.16% | 95 |
|
|
2023
Q3 | $827K | Hold |
12,855
| – | – | 0.18% | 85 |
|
|
2023
Q2 | $868K | Buy |
12,855
+150
| +1% | +$10.1K | 0.18% | 87 |
|
|
2023
Q1 | $849K | Buy |
12,705
+1,935
| +18% | +$129K | 0.19% | 84 |
|
|
2022
Q4 | $664K | Buy |
10,770
+400
| +4% | +$24.7K | 0.16% | 92 |
|
|
2022
Q3 | $546K | Buy |
10,370
+1,000
| +11% | +$52.7K | 0.14% | 98 |
|
|
2022
Q2 | $551K | Buy |
+9,370
| New | +$551K | 0.14% | 100 |
|