IIM
Ironwood Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.89M | Buy |
110,640
+2,659
| +2% | +$238K | 4.81% | 2 |
|
|
2025
Q1 | $8.83M | Buy |
107,981
+6
| +0% | +$490 | 4.81% | 2 |
|
|
2024
Q4 | $8.16M | Sell |
107,975
-143
| -0.1% | -$10.8K | 4.06% | 3 |
|
|
2024
Q3 | $9.04M | Buy |
108,118
+339
| +0.3% | +$28.4K | 4.4% | 2 |
|
|
2024
Q2 | $8.44M | Buy |
107,779
+2,078
| +2% | +$163K | 4.51% | 2 |
|
|
2024
Q1 | $8.44M | Sell |
105,701
-3,623
| -3% | -$289K | 4.12% | 2 |
|
|
2023
Q4 | $8.24M | Buy |
109,324
+8,282
| +8% | +$624K | 4.33% | 3 |
|
|
2023
Q3 | $6.96M | Buy |
101,042
+11,534
| +13% | +$795K | 4.25% | 3 |
|
|
2023
Q2 | $6.49M | Buy |
89,508
+12,441
| +16% | +$902K | 3.74% | 3 |
|
|
2023
Q1 | $5.51M | Buy |
77,067
+328
| +0.4% | +$23.5K | 3.45% | 2 |
|
|
2022
Q4 | $5.04M | Buy |
76,739
+6,716
| +10% | +$441K | 3.32% | 2 |
|
|
2022
Q3 | $3.92M | Buy |
70,023
+9,906
| +16% | +$555K | 2.74% | 2 |
|
|
2022
Q2 | $3.76M | Buy |
60,117
+1,632
| +3% | +$102K | 2.51% | 4 |
|
|
2022
Q1 | $4.3M | Buy |
58,485
+8,966
| +18% | +$660K | 2.34% | 5 |
|
|
2021
Q4 | $3.9M | Sell |
49,519
-329
| -0.7% | -$25.9K | 1.93% | 7 |
|
|
2021
Q3 | $3.89M | Sell |
49,848
-1,269
| -2% | -$99K | 2.02% | 8 |
|
|
2021
Q2 | $4.03M | Buy |
51,117
+496
| +1% | +$39.1K | 2.04% | 7 |
|
|
2021
Q1 | $3.84M | Buy |
50,621
+738
| +1% | +$56K | 2.03% | 7 |
|
|
2020
Q4 | $3.64M | Sell |
49,883
-182
| -0.4% | -$13.3K | 2.13% | 7 |
|
|
2020
Q3 | $3.19M | Buy |
50,065
+3,485
| +7% | +$222K | 2.28% | 6 |
|
|
2020
Q2 | $2.84M | Buy |
46,580
+27,998
| +151% | +$1.7M | 2.21% | 5 |
|
|
2020
Q1 | $993K | Buy |
+18,582
| New | +$993K | 0.99% | 31 |
|