Eldridge 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 | $4.93M | Sell |
59,098
-5,706
| -9% | -$476K | 1.03% | 29 |
|
|
2025
Q1 | $4.9M | Hold |
64,804
| – | – | 1.13% | 24 |
|
|
2024
Q4 | $4.55M | Sell |
64,804
-9,352
| -13% | -$657K | 1.06% | 26 |
|
|
2024
Q3 | $5.79M | Sell |
74,156
-1,343
| -2% | -$105K | 1.36% | 21 |
|
|
2024
Q2 | $5.48M | Sell |
75,499
-11,216
| -13% | -$815K | 1.38% | 18 |
|
|
2024
Q1 | $6.44M | Sell |
86,715
-12,931
| -13% | -$960K | 1.65% | 16 |
|
|
2023
Q4 | $7.01M | Buy |
99,646
+87,405
| +714% | +$6.15M | 1.84% | 16 |
|
|
2023
Q3 | $788K | Sell |
12,241
-7,700
| -39% | -$496K | 0.26% | 74 |
|
|
2023
Q2 | $1.35M | Buy |
+19,941
| New | +$1.35M | 0.44% | 43 |
|
|
2020
Q1 | – | Sell |
-4,825
| Closed | -$315K | – | 93 |
|
|
2019
Q4 | $315K | Hold |
4,825
| – | – | 0.15% | 74 |
|
|
2019
Q3 | $295K | Hold |
4,825
| – | – | 0.15% | 71 |
|
|
2019
Q2 | $296K | Hold |
4,825
| – | – | 0.16% | 65 |
|
|
2019
Q1 | $293K | Hold |
4,825
| – | – | 0.16% | 64 |
|
|
2018
Q4 | $265K | Buy |
+4,825
| New | +$265K | 0.16% | 64 |
|