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 |
|