Regatta Capital Group’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 | $607K | Buy |
7,272
+188
| +3% | +$15.7K | 0.1% | 122 |
|
|
2025
Q1 | $536K | Sell |
7,084
-227
| -3% | -$17.2K | 0.1% | 120 |
|
|
2024
Q4 | $514K | Sell |
7,311
-200
| -3% | -$14.1K | 0.1% | 117 |
|
|
2024
Q3 | $586K | Sell |
7,511
-117
| -2% | -$9.13K | 0.11% | 110 |
|
|
2024
Q2 | $554K | Sell |
7,628
-597
| -7% | -$43.4K | 0.12% | 108 |
|
|
2024
Q1 | $610K | Sell |
8,225
-1,295
| -14% | -$96.1K | 0.14% | 101 |
|
|
2023
Q4 | $670K | Buy |
9,520
+1,164
| +14% | +$81.9K | 0.18% | 87 |
|
|
2023
Q3 | $538K | Sell |
8,356
-105
| -1% | -$6.76K | 0.17% | 96 |
|
|
2023
Q2 | $571K | Sell |
8,461
-1,148
| -12% | -$77.5K | 0.18% | 96 |
|
|
2023
Q1 | $592K | Hold |
9,609
| – | – | 0.21% | 96 |
|
|
2022
Q4 | $592K | Sell |
9,609
-8,483
| -47% | -$523K | 0.21% | 96 |
|
|
2022
Q3 | $1.07M | Buy |
18,092
+959
| +6% | +$56.5K | 0.44% | 63 |
|
|
2022
Q2 | $1.01M | Sell |
17,133
-703
| -4% | -$41.4K | 0.48% | 56 |
|
|
2022
Q1 | $1.24M | Buy |
17,836
+869
| +5% | +$60.4K | 0.43% | 62 |
|
|
2021
Q4 | $1.27M | Buy |
+16,967
| New | +$1.27M | 0.44% | 57 |
|