Kopp Family Office’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 | $117K | Hold |
1,400
| – | – | 0.08% | 21 |
|
|
2025
Q1 | $106K | Hold |
1,400
| – | – | 0.07% | 22 |
|
|
2024
Q4 | $98K | Hold |
1,400
| – | – | 0.06% | 16 |
|
|
2024
Q3 | $109K | Hold |
1,400
| – | – | 0.07% | 16 |
|
|
2024
Q2 | $102K | Hold |
1,400
| – | – | 0.06% | 15 |
|
|
2024
Q1 | $104K | Hold |
1,400
| – | – | 0.06% | 14 |
|
|
2023
Q4 | $98K | Hold |
1,400
| – | – | 0.06% | 14 |
|
|
2023
Q3 | $90K | Hold |
1,400
| – | – | 0.06% | 16 |
|
|
2023
Q2 | $95K | Sell |
1,400
-1,147
| -45% | -$77.8K | 0.05% | 17 |
|
|
2023
Q1 | $170K | Hold |
2,547
| – | – | 0.09% | 15 |
|
|
2022
Q4 | $157K | Sell |
2,547
-387,375
| -99% | -$23.9M | 0.09% | 16 |
|
|
2022
Q3 | $20.5M | Sell |
389,922
-800
| -0.2% | -$42.1K | 16.72% | 2 |
|
|
2022
Q2 | $23M | Buy |
390,722
+9,875
| +3% | +$581K | 16.15% | 2 |
|
|
2022
Q1 | $26.5M | Buy |
380,847
+17,225
| +5% | +$1.2M | 14.31% | 2 |
|
|
2021
Q4 | $27.1M | Buy |
363,622
+24,994
| +7% | +$1.87M | 11.87% | 3 |
|
|
2021
Q3 | $25.1M | Sell |
338,628
-1,500
| -0.4% | -$111K | 9.98% | 4 |
|
|
2021
Q2 | $25.5M | Buy |
340,128
+158,000
| +87% | +$11.8M | 10.54% | 4 |
|
|
2021
Q1 | $13.1M | Buy |
182,128
+180,950
| +15,361% | +$13M | 5.83% | 4 |
|
|
2020
Q4 | $81K | Hold |
1,178
| – | – | 0.03% | 8 |
|
|
2020
Q3 | $71K | Buy |
+1,178
| New | +$71K | 0.04% | 8 |
|