Matthew Hamilton Rosenberg’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $401K | Sell |
4,431
-355
| -7% | -$33.1K | 0.08% | 115 |
|
|
2025
Q4 | $428K | Sell |
4,786
-288
| -6% | -$25.5K | 0.09% | 100 |
|
|
2025
Q3 | $443K | Sell |
5,074
-185
| -4% | -$15.7K | 0.1% | 97 |
|
|
2025
Q2 | $439K | Buy |
5,259
+454
| +9% | +$36K | 0.1% | 89 |
|
|
2025
Q1 | $363K | Sell |
4,805
-395
| -8% | -$29.5K | 0.09% | 99 |
|
|
2024
Q4 | $365K | Sell |
5,200
-53
| -1% | -$3.91K | 0.1% | 98 |
|
|
2024
Q3 | $410K | Buy |
5,253
+57
| +1% | +$4.27K | 0.11% | 87 |
|
|
2024
Q2 | $378K | Buy |
5,196
+2,575
| +98% | +$189K | 0.11% | 89 |
|
|
2024
Q1 | $194K | Sell |
2,621
-37
| -1% | -$2.63K | 0.06% | 193 |
|
|
2023
Q4 | $187K | Buy |
2,658
+83
| +3% | +$5.47K | 0.06% | 191 |
|
|
2023
Q3 | $166K | Buy |
2,575
+39
| +2% | +$2.61K | 0.06% | 201 |
|
|
2023
Q2 | $171K | Sell |
2,536
-8,292
| -77% | -$562K | 0.06% | 199 |
|
|
2023
Q1 | $724K | Buy |
10,828
+47
| +0.4% | +$3.08K | 0.23% | 51 |
|
|
2022
Q4 | $665K | Sell |
10,781
-1,903
| -15% | -$112K | 0.23% | 57 |
|
|
2022
Q3 | $668K | Sell |
12,684
-4,499
| -26% | -$265K | 0.26% | 52 |
|
|
2022
Q2 | $1.01M | Buy |
17,183
+1,366
| +9% | +$87.6K | 0.38% | 42 |
|
|
2022
Q1 | $1.1M | Buy |
15,817
+4,363
| +38% | +$309K | 0.38% | 42 |
|
|
2021
Q4 | $855K | Buy |
11,454
+56
| +0.5% | +$4.21K | 0.3% | 49 |
|
|
2021
Q3 | $846K | Buy |
11,398
+11,309
| +12,707% | +$860K | 0.33% | 42 |
|
|
2021
Q2 | $7K | Hold |
89
| – | – | ﹤0.01% | 534 |
|
|
2021
Q1 | $6K | Sell |
89
-6
| -6% | -$429 | ﹤0.01% | 518 |
|
|
2020
Q4 | $6K | Sell |
95
-6
| -6% | -$388 | ﹤0.01% | 502 |
|
|
2020
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $6K | Sell |
101
-2,446
| -96% | -$133K | ﹤0.01% | 509 |
|
|
2020
Q1 | $128K | Buy |
+2,547
| New | +$152K | 0.13% | 94 |
|
Other funds holding IEFA
