Mendota Financial Group’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
Q1 | – | Sell |
-2,621
| Closed | -$184K | – | 233 |
|
|
2024
Q4 | $184K | Sell |
2,621
-2,850
| -52% | -$200K | 0.12% | 45 |
|
|
2024
Q3 | $427K | Hold |
5,471
| – | – | 0.2% | 40 |
|
|
2024
Q2 | $397K | Hold |
5,471
| – | – | 0.21% | 43 |
|
|
2024
Q1 | $406K | Hold |
5,471
| – | – | 0.24% | 36 |
|
|
2023
Q4 | $385K | Buy |
5,471
+2,171
| +66% | +$153K | 0.3% | 42 |
|
|
2023
Q3 | $212K | Hold |
3,300
| – | – | 0.22% | 34 |
|
|
2023
Q2 | $223K | Hold |
3,300
| – | – | 0.25% | 30 |
|
|
2023
Q1 | $229K | Hold |
3,300
| – | – | 0.23% | 34 |
|
|
2022
Q4 | $203K | Buy |
+3,300
| New | +$203K | 0.26% | 31 |
|