L.J. Altfest & 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 | $1.34M | Sell |
16,022
-1,990
| -11% | -$166K | 0.16% | 103 |
|
|
2025
Q1 | $1.36M | Sell |
18,012
-6
| -0% | -$454 | 0.17% | 97 |
|
|
2024
Q4 | $1.27M | Buy |
18,018
+210
| +1% | +$14.8K | 0.16% | 97 |
|
|
2024
Q3 | $1.39M | Buy |
17,808
+1,761
| +11% | +$137K | 0.19% | 92 |
|
|
2024
Q2 | $1.17M | Sell |
16,047
-1,705
| -10% | -$124K | 0.16% | 101 |
|
|
2024
Q1 | $1.32M | Buy |
17,752
+2,226
| +14% | +$165K | 0.19% | 90 |
|
|
2023
Q4 | $1.09M | Buy |
15,526
+641
| +4% | +$45.1K | 0.16% | 113 |
|
|
2023
Q3 | $958K | Buy |
14,885
+954
| +7% | +$61.4K | 0.15% | 116 |
|
|
2023
Q2 | $940K | Buy |
13,931
+3,158
| +29% | +$213K | 0.14% | 114 |
|
|
2023
Q1 | $720K | Sell |
10,773
-506
| -4% | -$33.8K | 0.11% | 128 |
|
|
2022
Q4 | $695K | Buy |
11,279
+1,252
| +12% | +$77.1K | 0.12% | 122 |
|
|
2022
Q3 | $528K | Buy |
10,027
+1,446
| +17% | +$76.1K | 0.1% | 133 |
|
|
2022
Q2 | $505K | Buy |
8,581
+931
| +12% | +$54.8K | 0.09% | 146 |
|
|
2022
Q1 | $532K | Buy |
7,650
+2,590
| +51% | +$180K | 0.09% | 146 |
|
|
2021
Q4 | $378K | Buy |
5,060
+1,810
| +56% | +$135K | 0.07% | 183 |
|
|
2021
Q3 | $241K | Buy |
3,250
+191
| +6% | +$14.2K | 0.05% | 232 |
|
|
2021
Q2 | $229K | Buy |
+3,059
| New | +$229K | 0.05% | 247 |
|