D'Orazio & Associates’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 | $544K | Buy |
6,512
+398
| +7% | +$33.2K | 0.08% | 99 |
|
|
2025
Q1 | $463K | Buy |
6,114
+275
| +5% | +$20.8K | 0.07% | 98 |
|
|
2024
Q4 | $410K | Buy |
5,839
+30
| +0.5% | +$2.11K | 0.06% | 107 |
|
|
2024
Q3 | $453K | Hold |
5,809
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $422K | Buy |
5,809
+33
| +0.6% | +$2.4K | 0.06% | 94 |
|
|
2024
Q1 | $429K | Hold |
5,776
| – | – | 0.07% | 92 |
|
|
2023
Q4 | $406K | Buy |
+5,776
| New | +$406K | 0.07% | 85 |
|
|
2021
Q4 | – | Sell |
-240
| Closed | -$18K | – | 377 |
|
|
2021
Q3 | $18K | Hold |
240
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $18K | Sell |
240
-42
| -15% | -$3.15K | ﹤0.01% | 265 |
|
|
2021
Q1 | $20K | Buy |
+282
| New | +$20K | 0.01% | 239 |
|
|
2020
Q2 | – | Sell |
-800
| Closed | -$40K | – | 345 |
|
|
2020
Q1 | $40K | Hold |
800
| – | – | 0.02% | 141 |
|
|
2019
Q4 | $52K | Hold |
800
| – | – | 0.02% | 149 |
|
|
2019
Q3 | $49K | Buy |
+800
| New | +$49K | 0.02% | 148 |
|