Ridgewood Investments’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
Q1 | – | Sell |
-16
| Closed | -$1.12K | – | 694 |
|
|
2024
Q4 | $1.12K | Hold |
16
| – | – | ﹤0.01% | 635 |
|
|
2024
Q3 | $1.25K | Sell |
16
-4,000
| -100% | -$312K | ﹤0.01% | 647 |
|
|
2024
Q2 | $292K | Hold |
4,016
| – | – | 0.15% | 150 |
|
|
2024
Q1 | $298K | Sell |
4,016
-1,767
| -31% | -$131K | 0.16% | 149 |
|
|
2023
Q4 | $407K | Hold |
5,783
| – | – | 0.24% | 122 |
|
|
2023
Q3 | $372K | Hold |
5,783
| – | – | 0.24% | 122 |
|
|
2023
Q2 | $390K | Hold |
5,783
| – | – | 0.22% | 121 |
|
|
2023
Q1 | $387K | Hold |
5,783
| – | – | 0.24% | 113 |
|
|
2022
Q4 | $356K | Hold |
5,783
| – | – | 0.25% | 124 |
|
|
2022
Q3 | $305K | Sell |
5,783
-2,410
| -29% | -$127K | 0.25% | 129 |
|
|
2022
Q2 | $482K | Sell |
8,193
-430
| -5% | -$25.3K | 0.38% | 89 |
|
|
2022
Q1 | $599K | Hold |
8,623
| – | – | 0.39% | 89 |
|
|
2021
Q4 | $644K | Hold |
8,623
| – | – | 0.41% | 86 |
|
|
2021
Q3 | $640K | Hold |
8,623
| – | – | 0.43% | 81 |
|
|
2021
Q2 | $646K | Hold |
8,623
| – | – | 0.41% | 87 |
|
|
2021
Q1 | $621K | Buy |
+8,623
| New | +$621K | 0.38% | 93 |
|