Hamilton Wealth’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
2024
Q3
$2.96M Sell
37,954
-8,188
-18% -$639K 0.72% 36
2024
Q2
$3.35M Sell
46,142
-1,007
-2% -$73.1K 0.9% 34
2024
Q1
$3.5M Sell
47,149
-821
-2% -$60.9K 1.09% 28
2023
Q4
$3.37M Buy
47,970
+26,970
+128% +$1.9M 1.06% 29
2023
Q3
$1.35M Buy
21,000
+5,050
+32% +$325K 0.48% 40
2023
Q2
$1.08M Buy
15,950
+1,274
+9% +$86K 0.37% 41
2023
Q1
$981K Buy
14,676
+7,664
+109% +$512K 0.35% 42
2022
Q4
$432K Buy
7,012
+3,148
+81% +$194K 0.18% 53
2022
Q3
$204K Buy
+3,864
New +$204K 0.09% 82