Hoxton Planning & 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 | $1.71M | Sell |
20,488
-565
| -3% | -$47.2K | 0.59% | 37 |
|
2025
Q1 | $1.59M | Sell |
21,053
-3,632
| -15% | -$275K | 0.61% | 34 |
|
2024
Q4 | $1.73M | Sell |
24,685
-1,522
| -6% | -$107K | 0.66% | 30 |
|
2024
Q3 | $2.05M | Buy |
26,207
+13,804
| +111% | +$1.08M | 0.79% | 25 |
|
2024
Q2 | $901K | Buy |
12,403
+56
| +0.5% | +$4.07K | 0.42% | 40 |
|
2024
Q1 | $916K | Sell |
12,347
-195
| -2% | -$14.5K | 0.44% | 42 |
|
2023
Q4 | $882K | Sell |
12,542
-1,840
| -13% | -$129K | 0.47% | 39 |
|
2023
Q3 | $925K | Sell |
14,382
-1,956
| -12% | -$126K | 0.6% | 34 |
|
2023
Q2 | $1.1M | Sell |
16,338
-13,240
| -45% | -$894K | 0.68% | 26 |
|
2023
Q1 | $1.98M | Sell |
29,578
-9,056
| -23% | -$605K | 1.09% | 17 |
|
2022
Q4 | $2.38M | Buy |
+38,634
| New | +$2.38M | 1.27% | 15 |
|