MJP Associates’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 | $401K | Buy |
4,800
+7
| +0.1% | +$584 | 0.06% | 148 |
|
2025
Q1 | $363K | Sell |
4,793
-262
| -5% | -$19.8K | 0.07% | 148 |
|
2024
Q4 | $355K | Buy |
5,055
+7
| +0.1% | +$492 | 0.06% | 150 |
|
2024
Q3 | $394K | Hold |
5,048
| – | – | 0.07% | 137 |
|
2024
Q2 | $367K | Buy |
5,048
+269
| +6% | +$19.5K | 0.08% | 150 |
|
2024
Q1 | $355K | Hold |
4,779
| – | – | 0.08% | 150 |
|
2023
Q4 | $336K | Buy |
4,779
+6
| +0.1% | +$422 | 0.09% | 119 |
|
2023
Q3 | $307K | Hold |
4,773
| – | – | 0.09% | 94 |
|
2023
Q2 | $322K | Buy |
4,773
+7
| +0.1% | +$473 | 0.11% | 91 |
|
2023
Q1 | $319K | Hold |
4,766
| – | – | 0.1% | 89 |
|
2022
Q4 | $294K | Buy |
4,766
+26
| +0.5% | +$1.6K | 0.09% | 96 |
|
2022
Q3 | $250K | Hold |
4,740
| – | – | 0.07% | 102 |
|
2022
Q2 | $279K | Buy |
4,740
+105
| +2% | +$6.18K | 0.08% | 100 |
|
2022
Q1 | $322K | Buy |
+4,635
| New | +$322K | 0.08% | 102 |
|