Latitude Advisors’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 | $301K | Buy |
3,602
+69
| +2% | +$5.76K | 0.15% | 152 |
|
|
2025
Q1 | $267K | Buy |
+3,533
| New | +$267K | 0.16% | 157 |
|
|
2024
Q4 | – | Sell |
-2,625
| Closed | -$205K | – | 193 |
|
|
2024
Q3 | $205K | Buy |
+2,625
| New | +$205K | 0.12% | 186 |
|
|
2022
Q2 | – | Sell |
-8,610
| Closed | -$599K | – | 216 |
|
|
2022
Q1 | $599K | Buy |
8,610
+2,797
| +48% | +$195K | 0.13% | 152 |
|
|
2021
Q4 | $434K | Buy |
5,813
+420
| +8% | +$31.4K | 0.12% | 177 |
|
|
2021
Q3 | $400K | Buy |
5,393
+2,603
| +93% | +$193K | 0.13% | 161 |
|
|
2021
Q2 | $209K | Buy |
+2,790
| New | +$209K | 0.15% | 159 |
|
|
2021
Q1 | – | Sell |
-3,333
| Closed | -$230K | – | 166 |
|
|
2020
Q4 | $230K | Buy |
+3,333
| New | +$230K | 0.2% | 114 |
|