JRM Investment Counsel’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 | $1.4M | Sell |
16,812
-14,763
| -47% | -$1.23M | 0.45% | 15 |
|
|
2025
Q1 | $2.39M | Buy |
31,575
+8,817
| +39% | +$667K | 0.81% | 16 |
|
|
2024
Q4 | $1.6M | Buy |
22,758
+23
| +0.1% | +$1.62K | 0.57% | 15 |
|
|
2024
Q3 | $1.77M | Sell |
22,735
-4,235
| -16% | -$331K | 0.61% | 15 |
|
|
2024
Q2 | $1.96M | Buy |
26,970
+1,054
| +4% | +$76.6K | 0.66% | 15 |
|
|
2024
Q1 | $1.92M | Buy |
25,916
+1,495
| +6% | +$111K | 0.64% | 15 |
|
|
2023
Q4 | $1.72M | Buy |
+24,421
| New | +$1.72M | 0.63% | 15 |
|