HCM
Hudson Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Sell |
244,827
-10,623
| -4% | -$887K | 5.8% | 3 |
|
|
2025
Q1 | $19.3M | Sell |
255,450
-16,306
| -6% | -$1.23M | 5.89% | 3 |
|
|
2024
Q4 | $19.1M | Sell |
271,756
-6,914
| -2% | -$486K | 5.94% | 3 |
|
|
2024
Q3 | $21.8M | Buy |
278,670
+6,384
| +2% | +$498K | 6.93% | 3 |
|
|
2024
Q2 | $19.8M | Buy |
272,286
+36,769
| +16% | +$2.67M | 6.64% | 3 |
|
|
2024
Q1 | $17.5M | Sell |
235,517
-3,825
| -2% | -$284K | 6.03% | 3 |
|
|
2023
Q4 | $16.8M | Buy |
239,342
+3,537
| +1% | +$249K | 6.1% | 3 |
|
|
2023
Q3 | $15.2M | Sell |
235,805
-10,186
| -4% | -$655K | 6.05% | 3 |
|
|
2023
Q2 | $16.6M | Sell |
245,991
-6,323
| -3% | -$427K | 6.38% | 2 |
|
|
2023
Q1 | $16.9M | Sell |
252,314
-18,434
| -7% | -$1.23M | 6.7% | 2 |
|
|
2022
Q4 | $16.7M | Sell |
270,748
-20,202
| -7% | -$1.25M | 6.61% | 2 |
|
|
2022
Q3 | $15.3M | Sell |
290,950
-7,500
| -3% | -$395K | 7.63% | 2 |
|
|
2022
Q2 | $17.6M | Buy |
298,450
+36,168
| +14% | +$2.13M | 8.35% | 2 |
|
|
2022
Q1 | $18.2M | Buy |
262,282
+24,611
| +10% | +$1.71M | 7.22% | 4 |
|
|
2021
Q4 | $18.1M | Buy |
237,671
+1,403
| +0.6% | +$107K | 6.56% | 6 |
|
|
2021
Q3 | $17.5M | Buy |
236,268
+6,856
| +3% | +$509K | 7.02% | 5 |
|
|
2021
Q2 | $16.8M | Buy |
229,412
+5,203
| +2% | +$381K | 6.96% | 5 |
|
|
2021
Q1 | $16.2M | Buy |
224,209
+11,432
| +5% | +$824K | 6.92% | 4 |
|
|
2020
Q4 | $14.7M | Sell |
212,777
-19,521
| -8% | -$1.35M | 6.51% | 4 |
|
|
2020
Q3 | $14M | Sell |
232,298
-26,093
| -10% | -$1.57M | 6.84% | 4 |
|
|
2020
Q2 | $14.8M | Sell |
258,391
-9,191
| -3% | -$525K | 7.85% | 1 |
|
|
2020
Q1 | $13.4M | Buy |
267,582
+9,467
| +4% | +$472K | 8.86% | 1 |
|
|
2019
Q4 | $16.8M | Buy |
258,115
+9,027
| +4% | +$589K | 8.53% | 2 |
|
|
2019
Q3 | $15.2M | Sell |
249,088
-191
| -0.1% | -$11.7K | 8.47% | 2 |
|
|
2019
Q2 | $15.3M | Sell |
249,279
-9,101
| -4% | -$559K | 8.62% | 2 |
|
|
2019
Q1 | $15.7M | Buy |
258,380
+2,357
| +0.9% | +$143K | 9.57% | 1 |
|
|
2018
Q4 | $14.1M | Buy |
256,023
+12,606
| +5% | +$693K | 10.26% | 1 |
|
|
2018
Q3 | $15.6M | Buy |
243,417
+7,633
| +3% | +$489K | 11.89% | 1 |
|
|
2018
Q2 | $14.9M | Buy |
235,784
+8,457
| +4% | +$536K | 10.4% | 1 |
|
|
2018
Q1 | $15M | Buy |
227,327
+704
| +0.3% | +$46.4K | 11.02% | 1 |
|
|
2017
Q4 | $15M | Buy |
+226,623
| New | +$15M | 10.99% | 1 |
|