CIA
Concurrent Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5M | Buy |
400,763
+54,795
| +16% | +$4.57M | 0.65% | 26 |
|
|
2025
Q1 | $26.2M | Sell |
345,968
-77,753
| -18% | -$5.88M | 0.64% | 26 |
|
|
2024
Q4 | $29.8M | Sell |
423,721
-26,151
| -6% | -$1.84M | 0.8% | 23 |
|
|
2024
Q3 | $35.1M | Buy |
449,872
+23,967
| +6% | +$1.87M | 1.04% | 13 |
|
|
2024
Q2 | $30.9M | Buy |
425,905
+67,614
| +19% | +$4.91M | 1.02% | 14 |
|
|
2024
Q1 | $26.6M | Buy |
358,291
+9,929
| +3% | +$737K | 1.07% | 13 |
|
|
2023
Q4 | $24.5M | Buy |
+348,362
| New | +$24.5M | 1.16% | 11 |
|