Goelzer Investment 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 | $1.06M | Buy |
12,717
+1,112
| +10% | +$92.8K | 0.06% | 149 |
|
|
2025
Q1 | $878K | Buy |
11,605
+2,071
| +22% | +$157K | 0.05% | 152 |
|
|
2024
Q4 | $670K | Buy |
9,534
+6,926
| +266% | +$487K | 0.04% | 160 |
|
|
2024
Q3 | $204K | Sell |
2,608
-1,460
| -36% | -$114K | 0.01% | 225 |
|
|
2024
Q2 | $296K | Sell |
4,068
-100
| -2% | -$7.26K | 0.02% | 213 |
|
|
2024
Q1 | $309K | Buy |
4,168
+1,221
| +41% | +$90.6K | 0.02% | 220 |
|
|
2023
Q4 | $207K | Buy |
+2,947
| New | +$207K | 0.01% | 226 |
|
|
2022
Q4 | – | Sell |
-4,116
| Closed | -$217K | – | 241 |
|
|
2022
Q3 | $217K | Buy |
+4,116
| New | +$217K | 0.02% | 219 |
|
|
2018
Q4 | – | Sell |
-6,415
| Closed | -$411K | – | 200 |
|
|
2018
Q3 | $411K | Sell |
6,415
-1,395
| -18% | -$89.4K | 0.05% | 176 |
|
|
2018
Q2 | $495K | Buy |
7,810
+795
| +11% | +$50.4K | 0.06% | 167 |
|
|
2018
Q1 | $462K | Buy |
7,015
+554
| +9% | +$36.5K | 0.06% | 169 |
|
|
2017
Q4 | $427K | Buy |
+6,461
| New | +$427K | 0.05% | 173 |
|