Koss-Olinger Consulting’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 | $1.13M | Buy |
13,489
+4,772
| +55% | +$398K | 0.09% | 115 |
|
|
2025
Q1 | $659K | Sell |
8,717
-3,331
| -28% | -$252K | 0.06% | 151 |
|
|
2024
Q4 | $847K | Buy |
12,048
+9,111
| +310% | +$641K | 0.07% | 101 |
|
|
2024
Q3 | $229K | Buy |
+2,937
| New | +$229K | 0.02% | 248 |
|
|
2024
Q1 | – | Sell |
-2,924
| Closed | -$206K | – | 161 |
|
|
2023
Q4 | $206K | Buy |
+2,924
| New | +$206K | 0.02% | 293 |
|
|
2023
Q2 | – | Sell |
-3,900
| Closed | -$261K | – | 287 |
|
|
2023
Q1 | $261K | Sell |
3,900
-2,124
| -35% | -$142K | 0.03% | 193 |
|
|
2022
Q4 | $371K | Buy |
+6,024
| New | +$371K | 0.05% | 139 |
|