New Perspectives Inc’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 | $25.5M | Buy |
305,854
+5,406
| +2% | +$451K | 12.63% | 3 |
|
|
2025
Q1 | $22.7M | Sell |
300,448
-21,878
| -7% | -$1.66M | 12.13% | 4 |
|
|
2024
Q4 | $22.7M | Buy |
322,326
+7,019
| +2% | +$493K | 12.14% | 3 |
|
|
2024
Q3 | $24.6M | Buy |
315,307
+3,762
| +1% | +$294K | 13.11% | 3 |
|
|
2024
Q2 | $22.6M | Buy |
311,545
+3,454
| +1% | +$251K | 12.08% | 4 |
|
|
2024
Q1 | $22.9M | Buy |
+308,091
| New | +$22.9M | 12.66% | 4 |
|
|
2022
Q4 | $18.6M | Buy |
302,115
+15,067
| +5% | +$929K | 14.28% | 3 |
|
|
2022
Q3 | $15.1M | Buy |
287,048
+15,162
| +6% | +$799K | 13.02% | 3 |
|
|
2022
Q2 | $16M | Buy |
271,886
+20,689
| +8% | +$1.22M | 13.03% | 3 |
|
|
2022
Q1 | $17.5M | Buy |
251,197
+15,424
| +7% | +$1.07M | 12.58% | 4 |
|
|
2021
Q4 | $17.6M | Buy |
235,773
+16,677
| +8% | +$1.24M | 12.45% | 4 |
|
|
2021
Q3 | $16.3M | Buy |
219,096
+12,446
| +6% | +$924K | 12.01% | 4 |
|
|
2021
Q2 | $15.5M | Buy |
+206,650
| New | +$15.5M | 12.01% | 4 |
|