Shelton Wealth Management’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 | $1.48M | Sell |
17,695
-2,059
| -10% | -$172K | 0.71% | 40 |
|
|
2025
Q1 | $1.49M | Sell |
19,754
-99
| -0.5% | -$7.49K | 0.81% | 25 |
|
|
2024
Q4 | $1.4M | Sell |
19,853
-2,647
| -12% | -$186K | 0.72% | 33 |
|
|
2024
Q3 | $1.76M | Sell |
22,500
-2,950
| -12% | -$230K | 0.95% | 23 |
|
|
2024
Q2 | $1.85M | Sell |
25,450
-3,962
| -13% | -$288K | 1.05% | 22 |
|
|
2024
Q1 | $2.18M | Sell |
29,412
-3,434
| -10% | -$255K | 1.37% | 21 |
|
|
2023
Q4 | $2.31M | Sell |
32,846
-9,535
| -22% | -$671K | 1.64% | 16 |
|
|
2023
Q3 | $2.73M | Buy |
42,381
+3,129
| +8% | +$201K | 2.18% | 16 |
|
|
2023
Q2 | $2.65M | Sell |
39,252
-1,513
| -4% | -$102K | 2.05% | 15 |
|
|
2023
Q1 | $2.73M | Buy |
40,765
+21,036
| +107% | +$1.41M | 2.21% | 15 |
|
|
2022
Q4 | $1.22M | Sell |
19,729
-26,063
| -57% | -$1.61M | 0.96% | 24 |
|
|
2022
Q3 | $2.41M | Buy |
45,792
+75
| +0.2% | +$3.95K | 2.15% | 15 |
|
|
2022
Q2 | $2.69M | Buy |
45,717
+1,183
| +3% | +$69.6K | 2.29% | 13 |
|
|
2022
Q1 | $3.1M | Buy |
44,534
+13,875
| +45% | +$965K | 2.44% | 12 |
|
|
2021
Q4 | $2.29M | Buy |
+30,659
| New | +$2.29M | 1.8% | 15 |
|