Seven Post Investment Office’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 | $1.71M | Hold |
20,507
| – | – | 0.64% | 20 |
|
|
2025
Q1 | $1.55M | Hold |
20,507
| – | – | 0.59% | 19 |
|
|
2024
Q4 | $1.44M | Hold |
20,507
| – | – | 0.55% | 19 |
|
|
2024
Q3 | $1.6M | Hold |
20,507
| – | – | 0.24% | 29 |
|
|
2024
Q2 | $1.49M | Hold |
20,507
| – | – | 0.28% | 28 |
|
|
2024
Q1 | $1.52M | Hold |
20,507
| – | – | 0.37% | 26 |
|
|
2023
Q4 | $1.44M | Sell |
20,507
-180
| -0.9% | -$12.7K | 0.36% | 26 |
|
|
2023
Q3 | $1.33M | Hold |
20,687
| – | – | 0.37% | 25 |
|
|
2023
Q2 | $1.4M | Sell |
20,687
-200
| -1% | -$13.5K | 0.43% | 23 |
|
|
2023
Q1 | $1.4M | Buy |
20,887
+8,886
| +74% | +$594K | 0.5% | 21 |
|
|
2022
Q4 | $740K | Buy |
+12,001
| New | +$740K | 0.26% | 28 |
|
|
2022
Q2 | – | Sell |
-4,821
| Closed | -$335K | – | 49 |
|
|
2022
Q1 | $335K | Buy |
+4,821
| New | +$335K | 0.1% | 38 |
|