Nichols & Pratt Advisers’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 | $751K | Buy |
+9,000
| New | +$751K | 0.05% | 73 |
|
|
2021
Q1 | – | Sell |
-3,180
| Closed | -$219K | – | 102 |
|
|
2020
Q4 | $219K | Sell |
3,180
-840
| -21% | -$57.8K | 0.02% | 100 |
|
|
2020
Q3 | $243K | Hold |
4,020
| – | – | 0.02% | 92 |
|
|
2020
Q2 | $230K | Hold |
4,020
| – | – | 0.02% | 90 |
|
|
2020
Q1 | $200K | Sell |
4,020
-765
| -16% | -$38.1K | 0.02% | 91 |
|
|
2019
Q4 | $312K | Buy |
4,785
+800
| +20% | +$52.2K | 0.03% | 88 |
|
|
2019
Q3 | $244K | Sell |
3,985
-3,650
| -48% | -$223K | 0.02% | 96 |
|
|
2019
Q2 | $470K | Sell |
7,635
-400
| -5% | -$24.6K | 0.04% | 85 |
|
|
2019
Q1 | $491K | Sell |
8,035
-600
| -7% | -$36.7K | 0.04% | 84 |
|
|
2018
Q4 | $475K | Sell |
8,635
-850
| -9% | -$46.8K | 0.04% | 83 |
|
|
2018
Q3 | $608K | Sell |
9,485
-415
| -4% | -$26.6K | 0.05% | 86 |
|
|
2018
Q2 | $628K | Buy |
9,900
+1,870
| +23% | +$119K | 0.06% | 83 |
|
|
2018
Q1 | $529K | Buy |
+8,030
| New | +$529K | 0.05% | 84 |
|