Richard W. Paul & 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 | $9.32M | Sell |
111,637
-1,316
| -1% | -$110K | 3.37% | 6 |
|
|
2025
Q1 | $8.54M | Buy |
112,953
+2,145
| +2% | +$162K | 3.35% | 7 |
|
|
2024
Q4 | $7.79M | Buy |
110,808
+3,365
| +3% | +$236K | 2.84% | 8 |
|
|
2024
Q3 | $8.39M | Buy |
107,443
+1,515
| +1% | +$118K | 3.01% | 8 |
|
|
2024
Q2 | $7.69M | Buy |
105,928
+6,252
| +6% | +$454K | 2.97% | 8 |
|
|
2024
Q1 | $7.4M | Sell |
99,676
-735
| -0.7% | -$54.6K | 2.95% | 7 |
|
|
2023
Q4 | $7.06M | Buy |
100,411
+3,690
| +4% | +$260K | 2.97% | 6 |
|
|
2023
Q3 | $6.22M | Buy |
96,721
+2,547
| +3% | +$164K | 2.85% | 6 |
|
|
2023
Q2 | $6.36M | Buy |
94,174
+2,888
| +3% | +$195K | 2.77% | 4 |
|
|
2023
Q1 | $6.1M | Buy |
91,286
+5,163
| +6% | +$345K | 2.81% | 4 |
|
|
2022
Q4 | $5.31M | Buy |
+86,123
| New | +$5.31M | 2.67% | 7 |
|