Eagle Strategies’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 | $5.78M | Buy |
69,240
+1,406
| +2% | +$117K | 0.88% | 32 |
|
2025
Q1 | $5.13M | Buy |
67,834
+2,044
| +3% | +$155K | 0.89% | 33 |
|
2024
Q4 | $4.62M | Buy |
65,790
+1,089
| +2% | +$76.5K | 0.8% | 39 |
|
2024
Q3 | $5.05M | Buy |
64,701
+410
| +0.6% | +$32K | 0.91% | 30 |
|
2024
Q2 | $4.67M | Buy |
64,291
+57,472
| +843% | +$4.17M | 0.89% | 32 |
|
2024
Q1 | $506K | Sell |
6,819
-53,145
| -89% | -$3.94M | 0.11% | 159 |
|
2023
Q4 | $4.22M | Buy |
59,964
+7,212
| +14% | +$507K | 0.9% | 31 |
|
2023
Q3 | $3.39M | Sell |
52,752
-480
| -0.9% | -$30.9K | 0.84% | 31 |
|
2023
Q2 | $3.59M | Sell |
53,232
-4,576
| -8% | -$309K | 0.87% | 27 |
|
2023
Q1 | $3.86M | Sell |
57,808
-58,933
| -50% | -$3.94M | 0.97% | 25 |
|
2022
Q4 | $7.2M | Sell |
116,741
-19,800
| -15% | -$1.22M | 2.15% | 12 |
|
2022
Q3 | $7.19M | Sell |
136,541
-3,516
| -3% | -$185K | 3.76% | 7 |
|
2022
Q2 | $8.24M | Buy |
140,057
+22,568
| +19% | +$1.33M | 3.01% | 8 |
|
2022
Q1 | $8.17M | Buy |
117,489
+82,640
| +237% | +$5.74M | 3.19% | 6 |
|
2021
Q4 | $2.6M | Buy |
+34,849
| New | +$2.6M | 1.01% | 23 |
|