CAAM
Cornerstone Advisors Asset Management’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 | $2.85M | Sell |
34,167
-2,010
| -6% | -$168K | 0.55% | 35 |
|
|
2025
Q1 | $2.74M | Buy |
36,177
+2,176
| +6% | +$165K | 0.56% | 36 |
|
|
2024
Q4 | $2.39M | Buy |
34,001
+996
| +3% | +$70K | 0.52% | 39 |
|
|
2024
Q3 | $2.58M | Buy |
33,005
+167
| +0.5% | +$13K | 0.57% | 36 |
|
|
2024
Q2 | $2.39M | Hold |
32,838
| – | – | 0.67% | 36 |
|
|
2024
Q1 | $2.44M | Hold |
32,838
| – | – | 0.86% | 32 |
|
|
2023
Q4 | $2.31M | Buy |
32,838
+103
| +0.3% | +$7.25K | 0.87% | 32 |
|
|
2023
Q3 | $2.11M | Buy |
+32,735
| New | +$2.11M | 0.84% | 32 |
|