Hazlett, Burt & Watson’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 | $474K | Buy |
5,678
+201
| +4% | +$16.8K | 0.19% | 113 |
|
|
2025
Q1 | $414K | Sell |
5,477
-2,063
| -27% | -$156K | 0.19% | 113 |
|
|
2024
Q4 | $531K | Buy |
7,540
+1
| +0% | +$70 | 0.24% | 96 |
|
|
2024
Q3 | $589K | Buy |
7,539
+3,763
| +100% | +$294K | 0.27% | 79 |
|
|
2024
Q2 | $276K | Sell |
3,776
-13
| -0.3% | -$950 | 0.14% | 147 |
|
|
2024
Q1 | $282K | Hold |
3,789
| – | – | 0.17% | 132 |
|
|
2023
Q4 | $268K | Sell |
3,789
-1,119
| -23% | -$79.1K | 0.18% | 126 |
|
|
2023
Q3 | $315K | Buy |
4,908
+1,704
| +53% | +$109K | 0.23% | 87 |
|
|
2023
Q2 | $216K | Buy |
3,204
+3,063
| +2,172% | +$206K | 0.16% | 130 |
|
|
2023
Q1 | $10K | Sell |
141
-344
| -71% | -$24.4K | 0.01% | 449 |
|
|
2022
Q4 | $30K | Buy |
485
+3
| +0.6% | +$186 | 0.03% | 333 |
|
|
2022
Q3 | $25K | Sell |
482
-44
| -8% | -$2.28K | 0.02% | 345 |
|
|
2022
Q2 | $32K | Buy |
526
+501
| +2,004% | +$30.5K | 0.03% | 319 |
|
|
2022
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 559 |
|