Sandy Cove Advisors’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 | $4.76M | Buy |
57,038
+1,060
| +2% | +$88.5K | 1.72% | 16 |
|
|
2025
Q1 | $4.23M | Buy |
55,978
+5,788
| +12% | +$438K | 1.7% | 15 |
|
|
2024
Q4 | $3.53M | Buy |
50,190
+5,277
| +12% | +$371K | 1.39% | 17 |
|
|
2024
Q3 | $3.51M | Buy |
44,913
+5,011
| +13% | +$391K | 1.43% | 17 |
|
|
2024
Q2 | $2.9M | Buy |
39,902
+9,105
| +30% | +$661K | 1.29% | 17 |
|
|
2024
Q1 | $2.29M | Buy |
30,797
+14,108
| +85% | +$1.05M | 1.05% | 18 |
|
|
2023
Q4 | $1.17M | Buy |
16,689
+1,545
| +10% | +$109K | 0.6% | 31 |
|
|
2023
Q3 | $974K | Sell |
15,144
-1,975
| -12% | -$127K | 0.56% | 35 |
|
|
2023
Q2 | $1.16M | Buy |
17,119
+1,243
| +8% | +$83.9K | 0.66% | 30 |
|
|
2023
Q1 | $1.06M | Sell |
15,876
-498
| -3% | -$33.3K | 0.77% | 29 |
|
|
2022
Q4 | $1.01M | Sell |
16,374
-1,446
| -8% | -$89.1K | 0.81% | 25 |
|
|
2022
Q3 | $939K | Sell |
17,820
-5,181
| -23% | -$273K | 0.84% | 21 |
|
|
2022
Q2 | $1.35M | Buy |
23,001
+2,070
| +10% | +$122K | 1.23% | 17 |
|
|
2022
Q1 | $1.46M | Sell |
20,931
-23,368
| -53% | -$1.62M | 1.21% | 14 |
|
|
2021
Q4 | $3.31M | Buy |
+44,299
| New | +$3.31M | 2.78% | 7 |
|