Douglass Winthrop 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 | – | Sell |
-6,390
| Closed | -$483K | – | 286 |
|
|
2025
Q1 | $483K | Sell |
6,390
-600
| -9% | -$45.4K | 0.01% | 197 |
|
|
2024
Q4 | $491K | Hold |
6,990
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $546K | Hold |
6,990
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $508K | Sell |
6,990
-1,165
| -14% | -$84.6K | 0.01% | 190 |
|
|
2024
Q1 | $605K | Buy |
+8,155
| New | +$605K | 0.01% | 174 |
|