Romano Brothers & Co’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 | $1.27M | Buy |
15,159
+540
| +4% | +$45.1K | 0.16% | 140 |
|
2025
Q1 | $1.11M | Buy |
14,619
+1,308
| +10% | +$99K | 0.14% | 147 |
|
2024
Q4 | $935K | Sell |
13,311
-711
| -5% | -$50K | 0.12% | 163 |
|
2024
Q3 | $1.09M | Buy |
14,022
+1,511
| +12% | +$118K | 0.14% | 152 |
|
2024
Q2 | $909K | Buy |
12,511
+113
| +0.9% | +$8.21K | 0.13% | 158 |
|
2024
Q1 | $920K | Buy |
12,398
+311
| +3% | +$23.1K | 0.13% | 161 |
|
2023
Q4 | $850K | Buy |
12,087
+568
| +5% | +$40K | 0.13% | 157 |
|
2023
Q3 | $741K | Sell |
11,519
-14
| -0.1% | -$901 | 0.12% | 166 |
|
2023
Q2 | $778K | Hold |
11,533
| – | – | 0.12% | 162 |
|
2023
Q1 | $771K | Buy |
11,533
+569
| +5% | +$38K | 0.12% | 165 |
|
2022
Q4 | $676K | Sell |
10,964
-1,008
| -8% | -$62.1K | 0.1% | 171 |
|
2022
Q3 | $631K | Buy |
+11,972
| New | +$631K | 0.1% | 172 |
|