Sutton Place Investors’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 | $764K | Sell |
9,153
-169
| -2% | -$14.1K | 0.46% | 55 |
|
|
2025
Q1 | $705K | Sell |
9,322
-3,436
| -27% | -$260K | 0.47% | 51 |
|
|
2024
Q4 | $897K | Buy |
12,758
+3,485
| +38% | +$245K | 0.52% | 50 |
|
|
2024
Q3 | $724K | Sell |
9,273
-1,400
| -13% | -$109K | 0.44% | 59 |
|
|
2024
Q2 | $775K | Sell |
10,673
-1,610
| -13% | -$117K | 0.52% | 50 |
|
|
2024
Q1 | $912K | Buy |
12,283
+821
| +7% | +$60.9K | 0.45% | 70 |
|
|
2023
Q4 | $806K | Buy |
+11,462
| New | +$806K | 0.58% | 57 |
|
|
2022
Q3 | – | Sell |
-16,650
| Closed | -$980K | – | 66 |
|
|
2022
Q2 | $980K | Sell |
16,650
-183
| -1% | -$10.8K | 1.43% | 22 |
|
|
2022
Q1 | $1.12M | Buy |
16,833
+2,831
| +20% | +$188K | 1.34% | 23 |
|
|
2021
Q4 | $1.05M | Buy |
+14,002
| New | +$1.05M | 1.2% | 24 |
|