Pinnacle Associates’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 | $1.53M | Sell |
18,306
-1,495
| -8% | -$125K | 0.02% | 428 |
|
|
2025
Q1 | $1.5M | Buy |
19,801
+5,748
| +41% | +$435K | 0.02% | 418 |
|
|
2024
Q4 | $988K | Buy |
14,053
+9,112
| +184% | +$640K | 0.01% | 487 |
|
|
2024
Q3 | $348K | Sell |
4,941
-2,505
| -34% | -$176K | 0.01% | 640 |
|
|
2024
Q2 | $541K | Buy |
7,446
+1,416
| +23% | +$103K | 0.01% | 572 |
|
|
2024
Q1 | $448K | Buy |
6,030
+1,089
| +22% | +$80.8K | 0.01% | 609 |
|
|
2023
Q4 | $348K | Buy |
4,941
+1,217
| +33% | +$85.6K | 0.01% | 650 |
|
|
2023
Q3 | $240K | Sell |
3,724
-450
| -11% | -$29K | ﹤0.01% | 721 |
|
|
2023
Q2 | $282K | Sell |
4,174
-94
| -2% | -$6.35K | ﹤0.01% | 686 |
|
|
2023
Q1 | $285K | Buy |
+4,268
| New | +$285K | 0.01% | 633 |
|
|
2019
Q1 | – | Sell |
-4,419
| Closed | -$243K | – | 719 |
|
|
2018
Q4 | $243K | Buy |
+4,419
| New | +$243K | 0.01% | 610 |
|