Edgemoor Investment 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 | $277K | Buy |
3,320
+189
| +6% | +$15.8K | 0.02% | 147 |
|
|
2025
Q1 | $237K | Sell |
3,131
-1,281
| -29% | -$96.9K | 0.02% | 147 |
|
|
2024
Q4 | $310K | Hold |
4,412
| – | – | 0.03% | 135 |
|
|
2024
Q3 | $344K | Sell |
4,412
-100
| -2% | -$7.81K | 0.03% | 130 |
|
|
2024
Q2 | $328K | Sell |
4,512
-64
| -1% | -$4.65K | 0.03% | 128 |
|
|
2024
Q1 | $340K | Hold |
4,576
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $322K | Sell |
4,576
-6,090
| -57% | -$428K | 0.03% | 129 |
|
|
2023
Q3 | $686K | Buy |
10,666
+6,090
| +133% | +$392K | 0.08% | 98 |
|
|
2023
Q2 | $309K | Hold |
4,576
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $306K | Sell |
4,576
-461
| -9% | -$30.8K | 0.04% | 127 |
|
|
2022
Q4 | $310K | Buy |
5,037
+461
| +10% | +$28.4K | 0.04% | 132 |
|
|
2022
Q3 | $241K | Buy |
+4,576
| New | +$241K | 0.03% | 127 |
|
|
2021
Q3 | – | Sell |
-3,010
| Closed | -$225K | – | 142 |
|
|
2021
Q2 | $225K | Hold |
3,010
| – | – | 0.02% | 135 |
|
|
2021
Q1 | $217K | Hold |
3,010
| – | – | 0.02% | 129 |
|
|
2020
Q4 | $208K | Buy |
+3,010
| New | +$208K | 0.02% | 125 |
|
|
2019
Q1 | – | Sell |
-3,854
| Closed | -$212K | – | 137 |
|
|
2018
Q4 | $212K | Buy |
+3,854
| New | +$212K | 0.03% | 124 |
|
|
2017
Q4 | – | Sell |
-3,245
| Closed | -$208K | – | 148 |
|
|
2017
Q3 | $208K | Buy |
+3,245
| New | +$208K | 0.03% | 138 |
|