Godshalk Welsh 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 | $2.28M | Sell |
27,339
-495
| -2% | -$41.3K | 1.41% | 18 |
|
|
2025
Q1 | $2.11M | Buy |
27,834
+75
| +0.3% | +$5.67K | 1.38% | 18 |
|
|
2024
Q4 | $1.95M | Buy |
27,759
+429
| +2% | +$30.2K | 1.26% | 22 |
|
|
2024
Q3 | $2.13M | Buy |
27,330
+1,154
| +4% | +$90.1K | 1.35% | 20 |
|
|
2024
Q2 | $1.9M | Buy |
26,176
+55
| +0.2% | +$4K | 1.27% | 22 |
|
|
2024
Q1 | $1.94M | Buy |
26,121
+1,400
| +6% | +$104K | 1.3% | 22 |
|
|
2023
Q4 | $1.74M | Buy |
24,721
+1,304
| +6% | +$91.7K | 1.25% | 24 |
|
|
2023
Q3 | $1.51M | Buy |
23,417
+1,600
| +7% | +$103K | 1.14% | 28 |
|
|
2023
Q2 | $1.47M | Buy |
21,817
+430
| +2% | +$29K | 1.01% | 33 |
|
|
2023
Q1 | $1.43M | Buy |
21,387
+250
| +1% | +$16.7K | 1.01% | 35 |
|
|
2022
Q4 | $1.3M | Sell |
21,137
-1,248
| -6% | -$76.9K | 0.95% | 39 |
|
|
2022
Q3 | $1.18M | Sell |
22,385
-3,500
| -14% | -$184K | 0.87% | 46 |
|
|
2022
Q2 | $1.52M | Sell |
25,885
-1,294
| -5% | -$76.1K | 1.09% | 35 |
|
|
2022
Q1 | $1.89M | Sell |
27,179
-104
| -0.4% | -$7.23K | 1.16% | 31 |
|
|
2021
Q4 | $2.04M | Buy |
27,283
+579
| +2% | +$43.2K | 1.16% | 29 |
|
|
2021
Q3 | $1.98M | Buy |
26,704
+2,175
| +9% | +$162K | 1.24% | 29 |
|
|
2021
Q2 | $1.83M | Buy |
24,529
+3,454
| +16% | +$258K | 1.14% | 32 |
|
|
2021
Q1 | $1.52M | Buy |
21,075
+4,225
| +25% | +$304K | 1.06% | 35 |
|
|
2020
Q4 | $1.16M | Buy |
16,850
+1,825
| +12% | +$126K | 0.86% | 42 |
|
|
2020
Q3 | $906K | Buy |
15,025
+825
| +6% | +$49.7K | 0.76% | 49 |
|
|
2020
Q2 | $812K | Sell |
14,200
-675
| -5% | -$38.6K | 0.76% | 48 |
|
|
2020
Q1 | $742K | Sell |
14,875
-7,000
| -32% | -$349K | 0.81% | 48 |
|
|
2019
Q4 | $1.43M | Buy |
21,875
+4,175
| +24% | +$272K | 1.18% | 29 |
|
|
2019
Q3 | $1.08M | Buy |
17,700
+1,350
| +8% | +$82.4K | 0.96% | 39 |
|
|
2019
Q2 | $1M | Buy |
16,350
+3,950
| +32% | +$243K | 0.93% | 41 |
|
|
2019
Q1 | $754K | Buy |
12,400
+6,750
| +119% | +$410K | 0.72% | 53 |
|
|
2018
Q4 | $311K | Buy |
+5,650
| New | +$311K | 0.35% | 85 |
|