Piedmont Capital Management’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 | $14.7M | Sell |
176,647
-499
| -0.3% | -$41.7K | 8.53% | 5 |
|
|
2025
Q1 | $12M | Buy |
+177,146
| New | +$12M | 8.63% | 4 |
|
|
2024
Q3 | – | Sell |
-153,182
| Closed | -$11.3M | – | 53 |
|
|
2024
Q2 | $11.3M | Hold |
153,182
| – | – | 7.67% | 4 |
|
|
2024
Q1 | $11.3M | Buy |
153,182
+3,218
| +2% | +$237K | 7.67% | 4 |
|
|
2023
Q4 | $10.5M | Buy |
149,964
+3,880
| +3% | +$273K | 7.69% | 4 |
|
|
2023
Q3 | $9.4M | Sell |
146,084
-1,590
| -1% | -$102K | 7.5% | 4 |
|
|
2023
Q2 | $9.97M | Buy |
147,674
+1,626
| +1% | +$110K | 7.56% | 5 |
|
|
2023
Q1 | $9.77M | Buy |
146,048
+2,985
| +2% | +$200K | 7.82% | 4 |
|
|
2022
Q4 | $8.82M | Buy |
+143,063
| New | +$8.82M | 7.39% | 3 |
|
|
2021
Q4 | – | Sell |
-131,050
| Closed | -$9.74M | – | 46 |
|
|
2021
Q3 | $9.74M | Buy |
+131,050
| New | +$9.74M | 7.77% | 6 |
|
|
2021
Q2 | – | Sell |
-117,512
| Closed | -$8.51M | – | 43 |
|
|
2021
Q1 | $8.51M | Buy |
117,512
+9,317
| +9% | +$675K | 7.96% | 6 |
|
|
2020
Q4 | $7.48M | Buy |
+108,195
| New | +$7.48M | 7.57% | 6 |
|