MSH Capital Advisors’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 | $5.56M | Buy |
66,546
+5,512
| +9% | +$460K | 1.6% | 12 |
|
|
2025
Q1 | $4.62M | Buy |
61,034
+2,497
| +4% | +$189K | 1.43% | 17 |
|
|
2024
Q4 | $4.11M | Buy |
58,537
+965
| +2% | +$67.8K | 1.3% | 19 |
|
|
2024
Q3 | $4.49M | Buy |
57,572
+1,270
| +2% | +$99.1K | 1.37% | 18 |
|
|
2024
Q2 | $4.09M | Buy |
56,302
+829
| +1% | +$60.2K | 1.37% | 18 |
|
|
2024
Q1 | $4.12M | Buy |
55,473
+2,720
| +5% | +$202K | 1.45% | 16 |
|
|
2023
Q4 | $3.71M | Sell |
52,753
-1,241
| -2% | -$87.3K | 1.39% | 15 |
|
|
2023
Q3 | $3.47M | Sell |
53,994
-1,213
| -2% | -$78.1K | 1.36% | 15 |
|
|
2023
Q2 | $3.73M | Sell |
55,207
-813
| -1% | -$54.9K | 1.37% | 15 |
|
|
2023
Q1 | $3.74M | Buy |
56,020
+619
| +1% | +$41.4K | 1.6% | 11 |
|
|
2022
Q4 | $3.41M | Sell |
55,401
-2,131
| -4% | -$131K | 1.54% | 11 |
|
|
2022
Q3 | $3.03M | Sell |
57,532
-5,092
| -8% | -$268K | 1.49% | 12 |
|
|
2022
Q2 | $3.69M | Sell |
62,624
-1,174
| -2% | -$69.1K | 1.71% | 10 |
|
|
2022
Q1 | $4.43M | Buy |
63,798
+899
| +1% | +$62.5K | 1.83% | 10 |
|
|
2021
Q4 | $4.69M | Buy |
+62,899
| New | +$4.69M | 2.1% | 8 |
|