Stone House Investment 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 | $96K | Sell |
1,150
-16
| -1% | -$1.34K | 0.02% | 109 |
|
|
2025
Q1 | $88.2K | Buy |
+1,166
| New | +$88.2K | 0.02% | 102 |
|
|
2024
Q4 | – | Sell |
-1,476
| Closed | -$115K | – | 196 |
|
|
2024
Q3 | $115K | Sell |
1,476
-12
| -0.8% | -$937 | 0.02% | 69 |
|
|
2024
Q2 | $108K | Sell |
1,488
-118
| -7% | -$8.57K | 0.03% | 74 |
|
|
2024
Q1 | $119K | Sell |
1,606
-620
| -28% | -$46K | 0.03% | 72 |
|
|
2023
Q4 | $157K | Sell |
2,226
-92
| -4% | -$6.47K | 0.05% | 46 |
|
|
2023
Q3 | $149K | Sell |
2,318
-195
| -8% | -$12.5K | 0.05% | 45 |
|
|
2023
Q2 | $170K | Sell |
2,513
-22
| -0.9% | -$1.49K | 0.06% | 44 |
|
|
2023
Q1 | $169K | Buy |
+2,535
| New | +$169K | 0.06% | 44 |
|
|
2021
Q2 | – | Sell |
-46,446
| Closed | -$3.21M | – | 41 |
|
|
2021
Q1 | $3.21M | Hold |
46,446
| – | – | 1.62% | 18 |
|
|
2020
Q4 | $3.21M | Sell |
46,446
-36,280
| -44% | -$2.51M | 1.62% | 18 |
|
|
2020
Q3 | $4.99M | Buy |
82,726
+366
| +0.4% | +$22.1K | 2.02% | 17 |
|
|
2020
Q2 | $4.71M | Sell |
82,360
-134,893
| -62% | -$7.71M | 2.36% | 15 |
|
|
2020
Q1 | $10.8M | Buy |
217,253
+49,679
| +30% | +$2.48M | 6.33% | 5 |
|
|
2019
Q4 | $10.9M | Sell |
167,574
-1,405
| -0.8% | -$91.7K | 7.98% | 4 |
|
|
2019
Q3 | $10.3M | Buy |
168,979
+5,233
| +3% | +$320K | 5.14% | 6 |
|
|
2019
Q2 | $10.1M | Sell |
163,746
-16,476
| -9% | -$1.01M | 5.25% | 7 |
|
|
2019
Q1 | $11M | Buy |
180,222
+5,592
| +3% | +$340K | 5.7% | 4 |
|
|
2018
Q4 | $9.61M | Buy |
174,630
+34,725
| +25% | +$1.91M | 6.07% | 4 |
|
|
2018
Q3 | $8.97M | Sell |
139,905
-7,895
| -5% | -$506K | 5.14% | 6 |
|
|
2018
Q2 | $9.37M | Sell |
147,800
-8,541
| -5% | -$541K | 5.97% | 4 |
|
|
2018
Q1 | $10.3M | Sell |
156,341
-14,161
| -8% | -$933K | 6.69% | 3 |
|
|
2017
Q4 | $11.3M | Buy |
170,502
+1,930
| +1% | +$128K | 7.63% | 4 |
|
|
2017
Q3 | $10.8M | Sell |
168,572
-55,263
| -25% | -$3.55M | 7.7% | 3 |
|
|
2017
Q2 | $13.6M | Buy |
223,835
+52,964
| +31% | +$3.22M | 9.79% | 3 |
|
|
2017
Q1 | $9.9M | Buy |
170,871
+10,876
| +7% | +$630K | 7.42% | 4 |
|
|
2016
Q4 | $8.58M | Buy |
+159,995
| New | +$8.58M | 7.22% | 4 |
|