Shufro Rose & Co’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 | $2.55M | Sell |
33,725
-29
| -0.1% | -$2.19K | 0.21% | 67 |
|
|
2025
Q1 | $2.55M | Buy |
33,754
+3,136
| +10% | +$237K | 0.2% | 67 |
|
|
2024
Q4 | $2.15M | Sell |
30,618
-14,241
| -32% | -$1M | 0.17% | 74 |
|
|
2024
Q3 | $3.26M | Hold |
44,859
| – | – | 0.26% | 61 |
|
|
2024
Q2 | $3.26M | Buy |
44,859
+770
| +2% | +$55.9K | 0.26% | 61 |
|
|
2024
Q1 | $3.27M | Buy |
44,089
+11,465
| +35% | +$851K | 0.27% | 60 |
|
|
2023
Q4 | $2.1M | Sell |
32,624
-328
| -1% | -$21.1K | 0.2% | 63 |
|
|
2023
Q3 | $2.12M | Buy |
32,952
+4,749
| +17% | +$306K | 0.2% | 63 |
|
|
2023
Q2 | $1.9M | Sell |
28,203
-5,976
| -17% | -$403K | 0.17% | 72 |
|
|
2023
Q1 | $2.28M | Sell |
34,179
-10,005
| -23% | -$669K | 0.21% | 67 |
|
|
2022
Q4 | $2.72M | Buy |
44,184
+12,054
| +38% | +$743K | 0.23% | 68 |
|
|
2022
Q3 | $1.69M | Sell |
32,130
-119,234
| -79% | -$6.28M | 0.17% | 78 |
|
|
2022
Q2 | $8.91M | Buy |
151,364
+6,982
| +5% | +$411K | 0.77% | 35 |
|
|
2022
Q1 | $10M | Sell |
144,382
-37,845
| -21% | -$2.63M | 0.77% | 39 |
|
|
2021
Q4 | $13.6M | Buy |
182,227
+15,924
| +10% | +$1.19M | 0.98% | 30 |
|
|
2021
Q3 | $12.3M | Buy |
166,303
+30,344
| +22% | +$2.25M | 0.97% | 32 |
|
|
2021
Q2 | $10.2M | Buy |
135,959
+24,284
| +22% | +$1.82M | 0.77% | 38 |
|
|
2021
Q1 | $8.05M | Buy |
111,675
+20,030
| +22% | +$1.44M | 0.64% | 40 |
|
|
2020
Q4 | $6.33M | Buy |
91,645
+57,801
| +171% | +$3.99M | 0.53% | 46 |
|
|
2020
Q3 | $2.04M | Buy |
+33,844
| New | +$2.04M | 0.2% | 74 |
|