CSM 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 | $3.56M | Hold |
42,684
| – | – | 0.1% | 235 |
|
|
2025
Q1 | $3.23M | Sell |
42,684
-790
| -2% | -$59.8K | 0.18% | 83 |
|
|
2024
Q4 | $3.06M | Hold |
43,474
| – | – | 0.14% | 84 |
|
|
2024
Q3 | $3.39M | Hold |
43,474
| – | – | 0.22% | 82 |
|
|
2024
Q2 | $3.16M | Hold |
43,474
| – | – | 0.22% | 75 |
|
|
2024
Q1 | $3.23M | Hold |
43,474
| – | – | 0.21% | 83 |
|
|
2023
Q4 | $3.06M | Hold |
43,474
| – | – | 0.22% | 82 |
|
|
2023
Q3 | $2.8M | Hold |
43,474
| – | – | 0.24% | 73 |
|
|
2023
Q2 | $2.94M | Hold |
43,474
| – | – | 0.22% | 79 |
|
|
2023
Q1 | $2.91M | Buy |
43,474
+18,824
| +76% | +$1.26M | 0.25% | 75 |
|
|
2022
Q4 | $1.52M | Sell |
24,650
-80,639
| -77% | -$4.97M | 0.14% | 85 |
|
|
2022
Q3 | $5.55M | Buy |
105,289
+6,707
| +7% | +$353K | 0.61% | 50 |
|
|
2022
Q2 | $5.8M | Buy |
98,582
+5,200
| +6% | +$306K | 0.53% | 59 |
|
|
2022
Q1 | $6.49M | Hold |
93,382
| – | – | 0.44% | 63 |
|
|
2021
Q4 | $6.97M | Buy |
93,382
+6,232
| +7% | +$465K | 0.46% | 63 |
|
|
2021
Q3 | $6.47M | Hold |
87,150
| – | – | 0.48% | 58 |
|
|
2021
Q2 | $6.52M | Buy |
+87,150
| New | +$6.52M | 0.43% | 62 |
|