Eaton Financial Holdings’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 | $616K | Buy |
7,375
+4
| +0.1% | +$334 | 0.19% | 75 |
|
|
2025
Q1 | $558K | Buy |
7,371
+1,714
| +30% | +$130K | 0.23% | 44 |
|
|
2024
Q4 | $398K | Buy |
5,657
+63
| +1% | +$4.43K | 0.15% | 54 |
|
|
2024
Q3 | $437K | Buy |
+5,594
| New | +$437K | 0.18% | 53 |
|
|
2024
Q1 | $401K | Buy |
+5,406
| New | +$401K | 0.21% | 52 |
|
|
2023
Q1 | – | Sell |
-3,339
| Closed | -$206K | – | 60 |
|
|
2022
Q4 | $206K | Buy |
+3,339
| New | +$206K | 0.18% | 66 |
|