ORG Partners’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 | $220K | Sell |
2,638
-212
| -7% | -$17.7K | 0.05% | 303 |
|
|
2025
Q1 | $216K | Sell |
2,850
-22,493
| -89% | -$1.71M | 0.05% | 264 |
|
|
2024
Q4 | $1.78M | Buy |
25,343
+1,583
| +7% | +$111K | 0.24% | 73 |
|
|
2024
Q3 | $1.86M | Sell |
23,760
-12,750
| -35% | -$995K | 0.3% | 64 |
|
|
2024
Q2 | $2.66M | Buy |
+36,510
| New | +$2.66M | 0.33% | 60 |
|
|
2024
Q1 | – | Sell |
-38,646
| Closed | -$2.72M | – | 775 |
|
|
2023
Q4 | $2.72M | Buy |
38,646
+23,507
| +155% | +$1.65M | 0.45% | 47 |
|
|
2023
Q3 | $974K | Sell |
15,139
-16,378
| -52% | -$1.05M | 0.29% | 87 |
|
|
2023
Q2 | $2.13M | Buy |
31,517
+1,877
| +6% | +$127K | 0.35% | 55 |
|
|
2023
Q1 | $2M | Buy |
+29,640
| New | +$2M | 0.49% | 39 |
|