Tacita Capital’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 | $54.2K | Sell |
649
-400
| -38% | -$33.4K | 0.03% | 130 |
|
|
2025
Q1 | $79.4K | Hold |
1,049
| – | – | 0.06% | 105 |
|
|
2024
Q4 | $73.7K | Sell |
1,049
-90
| -8% | -$6.33K | 0.05% | 109 |
|
|
2024
Q3 | $88.9K | Buy |
1,139
+9
| +0.8% | +$702 | 0.06% | 110 |
|
|
2024
Q2 | $82.1K | Hold |
1,130
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $83.9K | Buy |
1,130
+17
| +2% | +$1.26K | 0.06% | 116 |
|
|
2023
Q4 | $78.3K | Hold |
1,113
| – | – | 0.06% | 108 |
|
|
2023
Q3 | $71.6K | Hold |
1,113
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $75K | Hold |
1,113
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $74K | Hold |
1,113
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $69K | Buy |
1,113
+13
| +1% | +$806 | 0.05% | 104 |
|
|
2022
Q3 | $58K | Hold |
1,100
| – | – | 0.04% | 106 |
|
|
2022
Q2 | $65K | Buy |
1,100
+610
| +124% | +$36K | 0.04% | 115 |
|
|
2022
Q1 | $34K | Hold |
490
| – | – | 0.02% | 160 |
|
|
2021
Q4 | $37K | Hold |
490
| – | – | 0.02% | 158 |
|
|
2021
Q3 | $36K | Sell |
490
-105
| -18% | -$7.71K | 0.02% | 154 |
|
|
2021
Q2 | $45K | Sell |
595
-565
| -49% | -$42.7K | 0.03% | 153 |
|
|
2021
Q1 | $84K | Sell |
1,160
-5,320
| -82% | -$385K | 0.05% | 122 |
|
|
2020
Q4 | $448K | Buy |
+6,480
| New | +$448K | 0.29% | 63 |
|