CVA 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 | $3.84M | Buy |
45,976
+1,422
| +3% | +$119K | 0.54% | 43 |
|
|
2025
Q1 | $3.37M | Sell |
44,554
-2,806
| -6% | -$212K | 0.52% | 43 |
|
|
2024
Q4 | $3.33M | Sell |
47,360
-641
| -1% | -$45K | 0.53% | 43 |
|
|
2024
Q3 | $3.75M | Sell |
48,001
-2,647
| -5% | -$207K | 0.61% | 37 |
|
|
2024
Q2 | $3.68M | Sell |
50,648
-967
| -2% | -$70.2K | 0.66% | 34 |
|
|
2024
Q1 | $3.83M | Sell |
51,615
-1,800
| -3% | -$134K | 0.68% | 33 |
|
|
2023
Q4 | $3.76M | Sell |
53,415
-72
| -0.1% | -$5.07K | 0.73% | 29 |
|
|
2023
Q3 | $3.44M | Sell |
53,487
-196
| -0.4% | -$12.6K | 0.79% | 29 |
|
|
2023
Q2 | $3.62M | Buy |
53,683
+37
| +0.1% | +$2.5K | 0.76% | 29 |
|
|
2023
Q1 | $3.59M | Sell |
53,646
-806
| -1% | -$53.9K | 0.8% | 30 |
|
|
2022
Q4 | $3.36M | Sell |
54,452
-38,238
| -41% | -$2.36M | 0.81% | 31 |
|
|
2022
Q3 | $4.88M | Sell |
92,690
-26,488
| -22% | -$1.4M | 1.33% | 19 |
|
|
2022
Q2 | $7.01M | Sell |
119,178
-171,505
| -59% | -$10.1M | 1.91% | 10 |
|
|
2022
Q1 | $20.2M | Sell |
290,683
-18,810
| -6% | -$1.31M | 4.83% | 2 |
|
|
2021
Q4 | $23.1M | Buy |
309,493
+235,700
| +319% | +$17.6M | 5.75% | 2 |
|
|
2021
Q3 | $4.45M | Sell |
73,793
-218,912
| -75% | -$13.2M | 3.21% | 7 |
|
|
2021
Q2 | $21.9M | Buy |
292,705
+42,605
| +17% | +$3.19M | 6.24% | 2 |
|
|
2021
Q1 | $18M | Buy |
250,100
+159,762
| +177% | +$11.5M | 6.84% | 2 |
|
|
2020
Q4 | $6.24M | Buy |
90,338
+16,545
| +22% | +$1.14M | 3.83% | 6 |
|
|
2020
Q3 | $4.45M | Buy |
73,793
+4,254
| +6% | +$256K | 3.21% | 7 |
|
|
2020
Q2 | $3.98M | Sell |
69,539
-39,223
| -36% | -$2.24M | 3.27% | 6 |
|
|
2020
Q1 | $5.43M | Sell |
108,762
-13,192
| -11% | -$658K | 5.51% | 4 |
|
|
2019
Q4 | $7.96M | Buy |
+121,954
| New | +$7.96M | 7.33% | 3 |
|