Great Diamond Partners’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 | $23.7M | Buy |
283,384
+3,064
| +1% | +$256K | 5% | 3 |
|
|
2025
Q1 | $21.2M | Buy |
280,320
+2,817
| +1% | +$213K | 5.8% | 3 |
|
|
2024
Q4 | $19.5M | Buy |
277,503
+3,443
| +1% | +$242K | 5.04% | 3 |
|
|
2024
Q3 | $21.4M | Sell |
274,060
-17,249
| -6% | -$1.35M | 5.44% | 3 |
|
|
2024
Q2 | $21.2M | Sell |
291,309
-14,002
| -5% | -$1.02M | 4.97% | 3 |
|
|
2024
Q1 | $22.7M | Buy |
305,311
+13,378
| +5% | +$993K | 5.2% | 3 |
|
|
2023
Q4 | $20.5M | Buy |
291,933
+2,712
| +0.9% | +$191K | 5.06% | 3 |
|
|
2023
Q3 | $18.6M | Sell |
289,221
-1,008
| -0.3% | -$64.9K | 5.04% | 3 |
|
|
2023
Q2 | $19.6M | Buy |
290,229
+9,388
| +3% | +$634K | 5.17% | 3 |
|
|
2023
Q1 | $18.8M | Buy |
280,841
+156,860
| +127% | +$10.5M | 5.44% | 3 |
|
|
2022
Q4 | $7.64M | Buy |
+123,981
| New | +$7.64M | 2.35% | 5 |
|
|
2020
Q1 | – | Sell |
-673
| Closed | -$43K | – | 351 |
|
|
2019
Q4 | $43K | Buy |
+673
| New | +$43K | 0.02% | 315 |
|