CPIA
Cornell Pochily 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 | $315K | Sell |
3,772
-3,496
| -48% | -$292K | 0.1% | 142 |
|
|
2025
Q1 | $550K | Sell |
7,268
-11
| -0.2% | -$832 | 0.19% | 106 |
|
|
2024
Q4 | $512K | Sell |
7,279
-12
| -0.2% | -$843 | 0.18% | 115 |
|
|
2024
Q3 | $569K | Sell |
7,291
-97
| -1% | -$7.57K | 0.2% | 115 |
|
|
2024
Q2 | $637K | Buy |
+7,388
| New | +$637K | 0.24% | 96 |
|
|
2019
Q3 | – | Sell |
-4,956
| Closed | -$304 | – | 139 |
|
|
2019
Q2 | $304 | Buy |
+4,956
| New | +$304 | 0.08% | 120 |
|
|
2019
Q1 | – | Sell |
-5,248
| Closed | -$288K | – | 135 |
|
|
2018
Q4 | $288K | Buy |
5,248
+1,702
| +48% | +$93.4K | 0.19% | 109 |
|
|
2018
Q3 | $227K | Sell |
3,546
-878
| -20% | -$56.2K | 0.15% | 118 |
|
|
2018
Q2 | $280K | Buy |
4,424
+301
| +7% | +$19.1K | 0.19% | 106 |
|
|
2018
Q1 | $271K | Buy |
4,123
+387
| +10% | +$25.4K | 0.19% | 108 |
|
|
2017
Q4 | $246K | Buy |
+3,736
| New | +$246K | 0.16% | 117 |
|