Inscription Capital’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
$623K Sell
7,462
-6
-0.1% -$501 0.09% 164
2025
Q1
$554K Buy
+7,468
New +$554K 0.09% 166
2024
Q3
$583K Hold
7,468
0.09% 174
2024
Q2
$542K Hold
7,468
0.09% 168
2024
Q1
$554K Buy
7,468
+5
+0.1% +$371 0.09% 166
2023
Q4
$525K Hold
7,463
0.14% 115
2023
Q3
$480K Buy
7,463
+1
+0% +$64 0.16% 102
2023
Q2
$504K Sell
7,462
-17
-0.2% -$1.15K 0.16% 103
2023
Q1
$500K Sell
7,479
-14
-0.2% -$936 0.13% 117
2022
Q4
$462K Buy
7,493
+3
+0% +$185 0.16% 112
2022
Q3
$395K Buy
7,490
+47
+0.6% +$2.48K 0.11% 127
2022
Q2
$438K Sell
7,443
-1,023
-12% -$60.2K 0.08% 167
2022
Q1
$588K Sell
8,466
-830
-9% -$57.6K 0.17% 109
2021
Q4
$695K Buy
9,296
+1,738
+23% +$130K 0.19% 105
2021
Q3
$561K Buy
+7,558
New +$561K 0.18% 114
2021
Q2
Sell
-7,568
Closed -$545K 352
2021
Q1
$545K Hold
7,568
0.19% 106
2020
Q4
$523K Buy
7,568
+141
+2% +$9.74K 0.2% 99
2020
Q3
$448K Buy
7,427
+814
+12% +$49.1K 0.2% 98
2020
Q2
$378K Hold
6,613
0.21% 84
2020
Q1
$330K Buy
+6,613
New +$330K 0.22% 85
2019
Q2
Sell
-8,221
Closed -$500K 161
2019
Q1
$500K Sell
8,221
-3,240
-28% -$197K 0.26% 67
2018
Q4
$630K Buy
+11,461
New +$630K 0.35% 51