Marble Harbor 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 | $369K | Hold |
4,423
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $335K | Sell |
4,423
-800
| -15% | -$60.5K | 0.04% | 160 |
|
|
2024
Q4 | $367K | Hold |
5,223
| – | – | 0.04% | 167 |
|
|
2024
Q3 | $408K | Sell |
5,223
-400
| -7% | -$31.2K | 0.04% | 156 |
|
|
2024
Q2 | $408K | Sell |
5,623
-62
| -1% | -$4.5K | 0.05% | 144 |
|
|
2024
Q1 | $422K | Buy |
5,685
+804
| +16% | +$59.7K | 0.05% | 144 |
|
|
2023
Q4 | $343K | Hold |
4,881
| – | – | 0.04% | 152 |
|
|
2023
Q3 | $314K | Buy |
+4,881
| New | +$314K | 0.04% | 151 |
|