Gitterman Wealth 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 | $279K | Hold |
3,347
| – | – | 0.07% | 89 |
|
|
2025
Q1 | $253K | Buy |
+3,347
| New | +$253K | 0.07% | 87 |
|
|
2024
Q3 | – | Sell |
-3,132
| Closed | -$227K | – | 140 |
|
|
2024
Q2 | $227K | Hold |
3,132
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $232K | Hold |
3,132
| – | – | 0.09% | 82 |
|
|
2023
Q4 | $220K | Hold |
3,132
| – | – | 0.1% | 77 |
|
|
2023
Q3 | $202K | Sell |
3,132
-1,651
| -35% | -$106K | 0.1% | 70 |
|
|
2023
Q2 | $323K | Sell |
4,783
-172
| -3% | -$11.6K | 0.15% | 38 |
|
|
2023
Q1 | $331K | Sell |
4,955
-2,314
| -32% | -$155K | 0.16% | 28 |
|
|
2022
Q4 | $448K | Sell |
7,269
-3,681
| -34% | -$227K | 0.22% | 23 |
|
|
2022
Q3 | $576K | Sell |
10,950
-18,076
| -62% | -$951K | 0.59% | 16 |
|
|
2022
Q2 | $1.71M | Sell |
29,026
-7,323
| -20% | -$431K | 1.6% | 7 |
|
|
2022
Q1 | $2.53M | Sell |
36,349
-7,075
| -16% | -$492K | 2.03% | 6 |
|
|
2021
Q4 | $3.24M | Sell |
43,424
-12,972
| -23% | -$968K | 2.4% | 6 |
|
|
2021
Q3 | $4.19M | Sell |
56,396
-9,217
| -14% | -$684K | 3.36% | 4 |
|
|
2021
Q2 | $4.91M | Sell |
65,613
-116,962
| -64% | -$8.76M | 3.98% | 4 |
|
|
2021
Q1 | $13.2M | Buy |
+182,575
| New | +$13.2M | 8.48% | 3 |
|