CMP
Courage Miller Partners’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 | $1.73M | Sell |
20,742
-30
| -0.1% | -$2.5K | 0.55% | 27 |
|
2025
Q1 | $1.57M | Buy |
20,772
+1,190
| +6% | +$90K | 0.53% | 26 |
|
2024
Q4 | $1.38M | Buy |
19,582
+273
| +1% | +$19.2K | 0.47% | 31 |
|
2024
Q3 | $1.51M | Buy |
19,309
+304
| +2% | +$23.7K | 0.51% | 28 |
|
2024
Q2 | $1.38M | Buy |
19,005
+25
| +0.1% | +$1.82K | 0.5% | 30 |
|
2024
Q1 | $1.41M | Sell |
18,980
-1,230
| -6% | -$91.3K | 0.49% | 32 |
|
2023
Q4 | $1.42M | Sell |
20,210
-2,310
| -10% | -$163K | 0.54% | 27 |
|
2023
Q3 | $1.45M | Buy |
22,520
+208
| +0.9% | +$13.4K | 0.59% | 26 |
|
2023
Q2 | $1.51M | Sell |
22,312
-36
| -0.2% | -$2.43K | 0.63% | 27 |
|
2023
Q1 | $1.49M | Buy |
22,348
+352
| +2% | +$23.5K | 0.63% | 27 |
|
2022
Q4 | $1.36M | Sell |
21,996
-39
| -0.2% | -$2.4K | 0.62% | 27 |
|
2022
Q3 | $1.16M | Buy |
22,035
+187
| +0.9% | +$9.85K | 0.59% | 26 |
|
2022
Q2 | $1.29M | Buy |
21,848
+115
| +0.5% | +$6.77K | 0.61% | 26 |
|
2022
Q1 | $1.51M | Buy |
21,733
+117
| +0.5% | +$8.13K | 0.6% | 25 |
|
2021
Q4 | $1.61M | Buy |
21,616
+1,026
| +5% | +$76.6K | 0.61% | 29 |
|
2021
Q3 | $1.53M | Buy |
20,590
+568
| +3% | +$42.2K | 0.61% | 29 |
|
2021
Q2 | $1.5M | Buy |
20,022
+1,457
| +8% | +$109K | 0.61% | 30 |
|
2021
Q1 | $1.34M | Sell |
18,565
-501
| -3% | -$36.1K | 0.58% | 30 |
|
2020
Q4 | $1.32M | Buy |
19,066
+513
| +3% | +$35.4K | 0.61% | 29 |
|
2020
Q3 | $1.06M | Hold |
18,553
| – | – | 0.57% | 31 |
|
2020
Q2 | $1.06M | Buy |
18,553
+34
| +0.2% | +$1.94K | 0.57% | 31 |
|
2020
Q1 | $923K | Buy |
18,519
+997
| +6% | +$49.7K | 0.57% | 28 |
|
2019
Q4 | $1.14M | Buy |
17,522
+216
| +1% | +$14.1K | 0.59% | 34 |
|
2019
Q3 | $1.06M | Sell |
17,306
-921
| -5% | -$56.3K | 0.58% | 35 |
|
2019
Q2 | $1.12M | Buy |
18,227
+864
| +5% | +$53K | 0.61% | 34 |
|
2019
Q1 | $1.06M | Buy |
17,363
+368
| +2% | +$22.4K | 0.6% | 41 |
|
2018
Q4 | $934K | Buy |
16,995
+853
| +5% | +$46.9K | 0.55% | 41 |
|
2018
Q3 | $1.03M | Buy |
16,142
+567
| +4% | +$36.3K | 0.6% | 42 |
|
2018
Q2 | $986K | Buy |
15,575
+637
| +4% | +$40.3K | 0.59% | 42 |
|
2018
Q1 | $984K | Sell |
14,938
-87
| -0.6% | -$5.73K | 0.6% | 42 |
|
2017
Q4 | $993K | Sell |
15,025
-556
| -4% | -$36.7K | 0.6% | 43 |
|
2017
Q3 | $1M | Sell |
15,581
-1,044
| -6% | -$67K | 0.63% | 43 |
|
2017
Q2 | $1.01M | Sell |
16,625
-214
| -1% | -$13K | 0.67% | 41 |
|
2017
Q1 | $976K | Buy |
16,839
+762
| +5% | +$44.2K | 0.67% | 41 |
|
2016
Q4 | $862K | Buy |
16,077
+3,224
| +25% | +$173K | 0.6% | 43 |
|
2016
Q3 | $709K | Buy |
12,853
+71
| +0.6% | +$3.92K | 0.49% | 45 |
|
2016
Q2 | $663K | Sell |
12,782
-511
| -4% | -$26.5K | 0.47% | 46 |
|
2016
Q1 | $706K | Buy |
13,293
+353
| +3% | +$18.7K | 0.49% | 46 |
|
2015
Q4 | $704K | Buy |
12,940
+969
| +8% | +$52.7K | 0.49% | 45 |
|
2015
Q3 | $632K | Buy |
11,971
+185
| +2% | +$9.77K | 0.47% | 45 |
|
2015
Q2 | $687K | Sell |
11,786
-537
| -4% | -$31.3K | 0.51% | 44 |
|
2015
Q1 | $721K | Buy |
12,323
+5,931
| +93% | +$347K | 0.54% | 42 |
|
2014
Q4 | $354K | Buy |
6,392
+596
| +10% | +$33K | 0.29% | 47 |
|
2014
Q3 | $338K | Buy |
5,796
+1,276
| +28% | +$74.4K | 0.26% | 47 |
|
2014
Q2 | $281K | Buy |
4,520
+409
| +10% | +$25.4K | 0.21% | 54 |
|
2014
Q1 | $251K | Buy |
+4,111
| New | +$251K | 0.2% | 54 |
|