Stolper & 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 | $432K | Buy |
5,177
+541
| +12% | +$45.1K | 0.14% | 82 |
|
|
2025
Q1 | $351K | Hold |
4,636
| – | – | 0.12% | 82 |
|
|
2024
Q4 | $326K | Sell |
4,636
-87
| -2% | -$6.12K | 0.11% | 82 |
|
|
2024
Q3 | $369K | Sell |
4,723
-23
| -0.5% | -$1.8K | 0.12% | 82 |
|
|
2024
Q2 | $345K | Sell |
4,746
-127
| -3% | -$9.23K | 0.12% | 82 |
|
|
2024
Q1 | $362K | Buy |
4,873
+53
| +1% | +$3.94K | 0.13% | 82 |
|
|
2023
Q4 | $339K | Hold |
4,820
| – | – | 0.14% | 82 |
|
|
2023
Q3 | $310K | Hold |
4,820
| – | – | 0.13% | 81 |
|
|
2023
Q2 | $325K | Sell |
4,820
-120
| -2% | -$8.09K | 0.14% | 82 |
|
|
2023
Q1 | $330K | Sell |
4,940
-1,561
| -24% | -$104K | 0.14% | 82 |
|
|
2022
Q4 | $401K | Hold |
6,501
| – | – | 0.18% | 78 |
|
|
2022
Q3 | $342K | Hold |
6,501
| – | – | 0.17% | 77 |
|
|
2022
Q2 | $383K | Hold |
6,501
| – | – | 0.18% | 79 |
|
|
2022
Q1 | $452K | Buy |
6,501
+40
| +0.6% | +$2.78K | 0.19% | 77 |
|
|
2021
Q4 | $482K | Hold |
6,461
| – | – | 0.21% | 76 |
|
|
2021
Q3 | $480K | Sell |
6,461
-66
| -1% | -$4.9K | 0.23% | 72 |
|
|
2021
Q2 | $489K | Sell |
6,527
-14
| -0.2% | -$1.05K | 0.23% | 72 |
|
|
2021
Q1 | $471K | Hold |
6,541
| – | – | 0.24% | 70 |
|
|
2020
Q4 | $452K | Buy |
6,541
+134
| +2% | +$9.26K | 0.25% | 74 |
|
|
2020
Q3 | $386K | Sell |
6,407
-125
| -2% | -$7.53K | 0.25% | 75 |
|
|
2020
Q2 | $373K | Hold |
6,532
| – | – | 0.24% | 71 |
|
|
2020
Q1 | $326K | Buy |
+6,532
| New | +$326K | 0.23% | 77 |
|