Newton One Investments’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 | $135K | Buy |
1,622
+489
| +43% | +$40.8K | 0.04% | 50 |
|
|
2025
Q1 | $85.7K | Sell |
1,133
-930
| -45% | -$70.3K | 0.03% | 55 |
|
|
2024
Q4 | $145K | Buy |
+2,063
| New | +$145K | 0.06% | 47 |
|
|
2024
Q3 | – | Sell |
-3,176
| Closed | -$231K | – | 71 |
|
|
2024
Q2 | $231K | Buy |
3,176
+57
| +2% | +$4.14K | 0.1% | 38 |
|
|
2024
Q1 | $231K | Hold |
3,119
| – | – | 0.1% | 38 |
|
|
2023
Q4 | $219K | Buy |
3,119
+42
| +1% | +$2.96K | 0.1% | 37 |
|
|
2023
Q3 | $198K | Hold |
3,077
| – | – | 0.12% | 38 |
|
|
2023
Q2 | $208K | Buy |
3,077
+57
| +2% | +$3.85K | 0.12% | 37 |
|
|
2023
Q1 | $202K | Hold |
3,020
| – | – | 0.12% | 38 |
|
|
2022
Q4 | $186K | Buy |
+3,020
| New | +$186K | 0.12% | 38 |
|