Elgethun Capital Management’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 | $804K | Buy |
9,636
+580
| +6% | +$48.4K | 0.16% | 65 |
|
|
2025
Q1 | $685K | Buy |
9,056
+3,800
| +72% | +$287K | 0.15% | 63 |
|
|
2024
Q4 | $369K | Buy |
5,256
+21
| +0.4% | +$1.48K | 0.09% | 90 |
|
|
2024
Q3 | $409K | Hold |
5,235
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $380K | Buy |
5,235
+22
| +0.4% | +$1.6K | 0.1% | 86 |
|
|
2024
Q1 | $386K | Hold |
5,213
| – | – | 0.1% | 91 |
|
|
2023
Q4 | $367K | Buy |
5,213
+17
| +0.3% | +$1.2K | 0.1% | 88 |
|
|
2023
Q3 | $332K | Buy |
5,196
+544
| +12% | +$34.8K | 0.1% | 88 |
|
|
2023
Q2 | $314K | Buy |
4,652
+104
| +2% | +$7.02K | 0.09% | 91 |
|
|
2023
Q1 | $305K | Hold |
4,548
| – | – | 0.1% | 93 |
|
|
2022
Q4 | $282K | Buy |
+4,548
| New | +$282K | 0.1% | 89 |
|