Custos Family Office’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
$16.1M Buy
193,433
+4,188
+2% +$350K 5.15% 8
2025
Q1
$14.3M Sell
189,245
-4,239
-2% -$321K 5.08% 7
2024
Q4
$13.6M Buy
193,484
+19,222
+11% +$1.35M 4.76% 7
2024
Q3
$13.6M Buy
174,262
+25,179
+17% +$1.97M 4.93% 7
2024
Q2
$10.8M Buy
149,083
+6,896
+5% +$501K 4.32% 9
2024
Q1
$10.6M Buy
142,187
+1,476
+1% +$110K 5.45% 8
2023
Q4
$9.9M Buy
140,711
+26,896
+24% +$1.89M 5.14% 8
2023
Q3
$7.32M Buy
+113,815
New +$7.32M 4.93% 10