Shelter Mutual Insurance’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 | $13.4M | Hold |
160,575
| – | – | 3.11% | 7 |
|
|
2025
Q1 | $12.1M | Hold |
160,575
| – | – | 2.93% | 9 |
|
|
2024
Q4 | $11.3M | Hold |
160,575
| – | – | 2.81% | 9 |
|
|
2024
Q3 | $12M | Hold |
160,575
| – | – | 2.87% | 11 |
|
|
2024
Q2 | $11.7M | Hold |
160,575
| – | – | 3.04% | 7 |
|
|
2024
Q1 | $11.9M | Hold |
160,575
| – | – | 3.07% | 5 |
|
|
2023
Q4 | $11.3M | Sell |
160,575
-8,400
| -5% | -$591K | 3.12% | 4 |
|
|
2023
Q3 | $10.9M | Sell |
168,975
-11,450
| -6% | -$737K | 3.03% | 5 |
|
|
2023
Q2 | $12.2M | Hold |
180,425
| – | – | 2.96% | 6 |
|
|
2023
Q1 | $12.1M | Hold |
180,425
| – | – | 3.36% | 9 |
|
|
2022
Q4 | $11.1M | Hold |
180,425
| – | – | 3.19% | 11 |
|
|
2022
Q3 | $9.5M | Hold |
180,425
| – | – | 3.08% | 11 |
|
|
2022
Q2 | $10.6M | Hold |
180,425
| – | – | 3.22% | 9 |
|
|
2022
Q1 | $12.5M | Hold |
180,425
| – | – | 3.29% | 6 |
|
|
2021
Q4 | $13.5M | Hold |
180,425
| – | – | 3.49% | 5 |
|
|
2021
Q3 | $13.4M | Buy |
180,425
+9,150
| +5% | +$679K | 3.78% | 4 |
|
|
2021
Q2 | $12.8M | Buy |
+171,275
| New | +$12.8M | 3.58% | 4 |
|