Meridian Management’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 |
-3,776
| Closed | -$265K | – | 86 |
|
2024
Q4 | $265K | Sell |
3,776
-3,235
| -46% | -$227K | 0.07% | 85 |
|
2024
Q3 | $547K | Hold |
7,011
| – | – | 0.14% | 66 |
|
2024
Q2 | $509K | Buy |
7,011
+1,127
| +19% | +$81.9K | 0.14% | 68 |
|
2024
Q1 | $437K | Sell |
5,884
-90
| -2% | -$6.68K | 0.12% | 72 |
|
2023
Q4 | $419K | Buy |
5,974
+2,607
| +77% | +$183K | 0.12% | 71 |
|
2023
Q3 | $217K | Buy |
3,367
+82
| +2% | +$5.28K | 0.07% | 88 |
|
2023
Q2 | $222K | Buy |
3,285
+109
| +3% | +$7.36K | 0.07% | 90 |
|
2023
Q1 | $212K | Buy |
+3,176
| New | +$212K | 0.07% | 86 |
|