Joel Isaacson & Co’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 | $949K | Buy |
11,371
+4,089
| +56% | +$341K | 0.04% | 172 |
|
|
2025
Q1 | $551K | Buy |
7,282
+957
| +15% | +$72.4K | 0.03% | 226 |
|
|
2024
Q4 | $445K | Buy |
6,325
+126
| +2% | +$8.86K | 0.02% | 246 |
|
|
2024
Q3 | $484K | Hold |
6,199
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $450K | Buy |
6,199
+98
| +2% | +$7.12K | 0.02% | 230 |
|
|
2024
Q1 | $453K | Buy |
6,101
+343
| +6% | +$25.5K | 0.02% | 224 |
|
|
2023
Q4 | $405K | Buy |
5,758
+428
| +8% | +$30.1K | 0.02% | 214 |
|
|
2023
Q3 | $343K | Buy |
5,330
+334
| +7% | +$21.5K | 0.02% | 232 |
|
|
2023
Q2 | $337K | Buy |
4,996
+91
| +2% | +$6.14K | 0.02% | 237 |
|
|
2023
Q1 | $328K | Sell |
4,905
-38
| -0.8% | -$2.54K | 0.02% | 240 |
|
|
2022
Q4 | $305K | Buy |
+4,943
| New | +$305K | 0.02% | 241 |
|
|
2020
Q2 | – | Sell |
-4,085
| Closed | -$204K | – | 214 |
|
|
2020
Q1 | $204K | Buy |
+4,085
| New | +$204K | 0.04% | 178 |
|
|
2017
Q1 | – | Sell |
-651
| Closed | -$35K | – | 336 |
|
|
2016
Q4 | $35K | Buy |
651
+6
| +0.9% | +$323 | 0.01% | 355 |
|
|
2016
Q3 | $36K | Buy |
645
+350
| +119% | +$19.5K | 0.01% | 376 |
|
|
2016
Q2 | $15K | Hold |
295
| – | – | ﹤0.01% | 496 |
|
|
2016
Q1 | $16K | Hold |
295
| – | – | ﹤0.01% | 516 |
|
|
2015
Q4 | $16K | Hold |
295
| – | – | ﹤0.01% | 497 |
|
|
2015
Q3 | $16K | Sell |
295
-282
| -49% | -$15.3K | ﹤0.01% | 514 |
|
|
2015
Q2 | $34K | Buy |
+577
| New | +$34K | 0.01% | 417 |
|