Crewe Advisors’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 | $42.6M | Sell |
510,399
-2,176
| -0.4% | -$182K | 6.03% | 3 |
|
|
2025
Q1 | $38.8M | Buy |
512,575
+31,789
| +7% | +$2.4M | 5.45% | 5 |
|
|
2024
Q4 | $33.8M | Buy |
480,786
+287,677
| +149% | +$20.2M | 4.66% | 5 |
|
|
2024
Q3 | $15.1M | Buy |
193,109
+6,885
| +4% | +$537K | 1.75% | 14 |
|
|
2024
Q2 | $13.5M | Buy |
186,224
+511
| +0.3% | +$37.1K | 1.52% | 17 |
|
|
2024
Q1 | $13.8M | Sell |
185,713
-420
| -0.2% | -$31.2K | 1.61% | 16 |
|
|
2023
Q4 | $13.1M | Sell |
186,133
-50,358
| -21% | -$3.54M | 2.07% | 14 |
|
|
2023
Q3 | $15.2M | Buy |
236,491
+376
| +0.2% | +$24.2K | 2.63% | 13 |
|
|
2023
Q2 | $15.9M | Buy |
236,115
+690
| +0.3% | +$46.6K | 2.24% | 14 |
|
|
2023
Q1 | $15.7M | Buy |
235,425
+3,347
| +1% | +$224K | 2.3% | 14 |
|
|
2022
Q4 | $14.3M | Buy |
232,078
+218,887
| +1,659% | +$13.5M | 2.27% | 13 |
|
|
2022
Q3 | $695K | Buy |
13,191
+12,461
| +1,707% | +$657K | 0.13% | 55 |
|
|
2022
Q2 | $43K | Hold |
730
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $51K | Hold |
730
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $54K | Hold |
730
| – | – | 0.01% | 182 |
|
|
2021
Q3 | $54K | Hold |
730
| – | – | 0.01% | 148 |
|
|
2021
Q2 | $55K | Hold |
730
| – | – | 0.01% | 148 |
|
|
2021
Q1 | $53K | Hold |
730
| – | – | 0.01% | 148 |
|
|
2020
Q4 | $50K | Hold |
730
| – | – | 0.02% | 142 |
|
|
2020
Q3 | $44K | Buy |
+730
| New | +$44K | 0.02% | 136 |
|
|
2019
Q3 | – | Sell |
-11,318
| Closed | -$695K | – | 262 |
|
|
2019
Q2 | $695K | Buy |
+11,318
| New | +$695K | 0.23% | 29 |
|