St. Clair 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 | $6.15M | Buy |
73,643
+802
| +1% | +$67K | 1.61% | 9 |
|
|
2025
Q1 | $5.51M | Buy |
+72,841
| New | +$5.51M | 1.54% | 9 |
|
|
2022
Q4 | – | Sell |
-82,574
| Closed | -$4.35M | – | 62 |
|
|
2022
Q3 | $4.35M | Sell |
82,574
-2,011
| -2% | -$106K | 3.48% | 3 |
|
|
2022
Q2 | $4.98M | Buy |
84,585
+833
| +1% | +$49K | 4.03% | 3 |
|
|
2022
Q1 | $5.82M | Buy |
83,752
+23,629
| +39% | +$1.64M | 3.96% | 3 |
|
|
2021
Q4 | $4.49M | Buy |
60,123
+6,129
| +11% | +$457K | 2.58% | 7 |
|
|
2021
Q3 | $4.01M | Buy |
53,994
+12,072
| +29% | +$896K | 2.78% | 5 |
|
|
2021
Q2 | $3.14M | Sell |
41,922
-3,738
| -8% | -$280K | 2.35% | 6 |
|
|
2021
Q1 | $3.29M | Buy |
45,660
+30,882
| +209% | +$2.23M | 2.63% | 5 |
|
|
2020
Q4 | $1.02M | Buy |
+14,778
| New | +$1.02M | 0.96% | 12 |
|