Stokes Family 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 | $10M | Buy |
120,034
+1,957
| +2% | +$163K | 1.05% | 26 |
|
|
2025
Q1 | $8.93M | Sell |
118,077
-988
| -0.8% | -$74.7K | 1% | 26 |
|
|
2024
Q4 | $8.37M | Sell |
119,065
-1,219
| -1% | -$85.7K | 0.89% | 25 |
|
|
2024
Q3 | $9.39M | Sell |
120,284
-474
| -0.4% | -$37K | 1.03% | 23 |
|
|
2024
Q2 | $8.77M | Sell |
120,758
-1,673
| -1% | -$122K | 1.03% | 24 |
|
|
2024
Q1 | $9.09M | Sell |
122,431
-3,297
| -3% | -$245K | 1.14% | 21 |
|
|
2023
Q4 | $8.84M | Sell |
125,728
-31,875
| -20% | -$2.24M | 1.2% | 16 |
|
|
2023
Q3 | $10.1M | Sell |
157,603
-161,870
| -51% | -$10.4M | 1.19% | 17 |
|
|
2023
Q2 | $21.6M | Buy |
319,473
+18,043
| +6% | +$1.22M | 2.49% | 9 |
|
|
2023
Q1 | $20.2M | Buy |
301,430
+151,581
| +101% | +$10.1M | 2.51% | 8 |
|
|
2022
Q4 | $9.24M | Sell |
149,849
-6,721
| -4% | -$414K | 1.19% | 16 |
|
|
2022
Q3 | $8.25M | Sell |
156,570
-660
| -0.4% | -$34.8K | 1.18% | 18 |
|
|
2022
Q2 | $9.25M | Sell |
157,230
-11,507
| -7% | -$677K | 1.26% | 18 |
|
|
2022
Q1 | $11.7M | Sell |
168,737
-9,050
| -5% | -$629K | 1.56% | 14 |
|
|
2021
Q4 | $13.3M | Sell |
177,787
-167
| -0.1% | -$12.5K | 1.65% | 12 |
|
|
2021
Q3 | $13.2M | Sell |
177,954
-496
| -0.3% | -$36.8K | 1.83% | 11 |
|
|
2021
Q2 | $13.4M | Buy |
178,450
+2,066
| +1% | +$155K | 1.89% | 11 |
|
|
2021
Q1 | $12.7M | Sell |
176,384
-4,728
| -3% | -$341K | 1.98% | 10 |
|
|
2020
Q4 | $12.5M | Buy |
181,112
+2,869
| +2% | +$198K | 2.47% | 7 |
|
|
2020
Q3 | $10.7M | Sell |
178,243
-484
| -0.3% | -$29.2K | 2.43% | 7 |
|
|
2020
Q2 | $10.2M | Sell |
178,727
-6,577
| -4% | -$376K | 2.58% | 7 |
|
|
2020
Q1 | $9.25M | Buy |
185,304
+15,670
| +9% | +$782K | 2.47% | 9 |
|
|
2019
Q4 | $11.1M | Buy |
+169,634
| New | +$11.1M | 2.46% | 10 |
|