Samalin Investment Counsel’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 | $379K | Buy |
4,544
+80
| +2% | +$6.68K | 0.15% | 216 |
|
|
2025
Q1 | $338K | Hold |
4,464
| – | – | 0.14% | 219 |
|
|
2024
Q4 | $314K | Buy |
+4,464
| New | +$314K | 0.13% | 215 |
|
|
2021
Q2 | – | Sell |
-5,388
| Closed | -$388K | – | 239 |
|
|
2021
Q1 | $388K | Buy |
5,388
+270
| +5% | +$19.4K | 0.26% | 122 |
|
|
2020
Q4 | $354K | Buy |
5,118
+1,118
| +28% | +$77.3K | 0.27% | 127 |
|
|
2020
Q3 | $241K | Buy |
+4,000
| New | +$241K | 0.22% | 153 |
|