Guerra Pan Advisors’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 | $257K | Buy |
3,081
+15
| +0.5% | +$1.25K | 0.17% | 94 |
|
|
2025
Q1 | $232K | Hold |
3,066
| – | – | 0.18% | 95 |
|
|
2024
Q4 | $215K | Hold |
3,066
| – | – | 0.16% | 107 |
|
|
2024
Q3 | $239K | Hold |
3,066
| – | – | 0.19% | 94 |
|
|
2024
Q2 | $223K | Hold |
3,066
| – | – | 0.19% | 94 |
|
|
2024
Q1 | $228K | Sell |
3,066
-404
| -12% | -$30K | 0.21% | 94 |
|
|
2023
Q4 | $244K | Hold |
3,470
| – | – | 0.23% | 95 |
|
|
2023
Q3 | $223K | Buy |
3,470
+29
| +0.8% | +$1.87K | 0.26% | 90 |
|
|
2023
Q2 | $232K | Buy |
3,441
+23
| +0.7% | +$1.55K | 0.26% | 91 |
|
|
2023
Q1 | $228K | Hold |
3,418
| – | – | 0.29% | 85 |
|
|
2022
Q4 | $211K | Buy |
+3,418
| New | +$211K | 0.29% | 88 |
|
|
2022
Q3 | – | Sell |
-3,418
| Closed | -$212K | – | 95 |
|
|
2022
Q2 | $212K | Hold |
3,418
| – | – | 0.26% | 91 |
|
|
2022
Q1 | $221K | Hold |
3,418
| – | – | 0.27% | 93 |
|
|
2021
Q4 | $255K | Buy |
+3,418
| New | +$255K | 0.25% | 92 |
|