Courier Capital’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 | $22.6M | Buy |
271,050
+29,775
| +12% | +$2.49M | 1.37% | 15 |
|
|
2025
Q1 | $18.3M | Buy |
241,275
+132,273
| +121% | +$10M | 1.19% | 17 |
|
|
2024
Q4 | $7.66M | Buy |
109,002
+97,638
| +859% | +$6.86M | 0.53% | 41 |
|
|
2024
Q3 | $887K | Buy |
11,364
+109
| +1% | +$8.51K | 0.06% | 202 |
|
|
2024
Q2 | $818K | Buy |
11,255
+1,697
| +18% | +$123K | 0.07% | 185 |
|
|
2024
Q1 | $709K | Sell |
9,558
-1,290
| -12% | -$95.7K | 0.05% | 213 |
|
|
2023
Q4 | $763K | Hold |
10,848
| – | – | 0.06% | 200 |
|
|
2023
Q3 | $698K | Buy |
10,848
+54
| +0.5% | +$3.48K | 0.06% | 204 |
|
|
2023
Q2 | $729K | Sell |
10,794
-32
| -0.3% | -$2.16K | 0.06% | 206 |
|
|
2023
Q1 | $724K | Buy |
10,826
+35
| +0.3% | +$2.34K | 0.08% | 140 |
|
|
2022
Q4 | $665K | Sell |
10,791
-755
| -7% | -$46.5K | 0.08% | 146 |
|
|
2022
Q3 | $608K | Sell |
11,546
-348
| -3% | -$18.3K | 0.08% | 146 |
|
|
2022
Q2 | $700K | Buy |
11,894
+89
| +0.8% | +$5.24K | 0.08% | 140 |
|
|
2022
Q1 | $821K | Buy |
11,805
+59
| +0.5% | +$4.1K | 0.08% | 143 |
|
|
2021
Q4 | $877K | Buy |
11,746
+2,839
| +32% | +$212K | 0.08% | 142 |
|
|
2021
Q3 | $661K | Hold |
8,907
| – | – | 0.06% | 160 |
|
|
2021
Q2 | $667K | Buy |
8,907
+1,753
| +25% | +$131K | 0.06% | 163 |
|
|
2021
Q1 | $515K | Buy |
7,154
+1,142
| +19% | +$82.2K | 0.05% | 178 |
|
|
2020
Q4 | $415K | Buy |
6,012
+1,538
| +34% | +$106K | 0.05% | 191 |
|
|
2020
Q3 | $280K | Buy |
4,474
+155
| +4% | +$9.7K | 0.03% | 231 |
|
|
2020
Q2 | $251K | Hold |
4,319
| – | – | 0.03% | 237 |
|
|
2020
Q1 | $217K | Buy |
+4,319
| New | +$217K | 0.03% | 237 |
|