TAGStone 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 | $5.53M | Buy |
65,346
+1,466
| +2% | +$124K | 2.28% | 12 |
|
|
2025
Q1 | $4.83M | Sell |
63,880
-1,287
| -2% | -$97.4K | 2.38% | 11 |
|
|
2024
Q4 | $4.58M | Buy |
65,167
+883
| +1% | +$62.1K | 2.25% | 11 |
|
|
2024
Q3 | $5.02M | Sell |
64,284
-43
| -0.1% | -$3.36K | 2.56% | 10 |
|
|
2024
Q2 | $4.67M | Sell |
64,327
-175
| -0.3% | -$12.7K | 2.65% | 10 |
|
|
2024
Q1 | $4.79M | Buy |
64,502
+1,405
| +2% | +$104K | 2.8% | 8 |
|
|
2023
Q4 | $4.44M | Buy |
63,097
+523
| +0.8% | +$36.8K | 2.9% | 8 |
|
|
2023
Q3 | $4.03M | Buy |
62,574
+263
| +0.4% | +$16.9K | 2.96% | 7 |
|
|
2023
Q2 | $4.21M | Buy |
62,311
+1,091
| +2% | +$73.6K | 3.03% | 7 |
|
|
2023
Q1 | $4.09M | Buy |
61,220
+1,149
| +2% | +$76.8K | 3.06% | 8 |
|
|
2022
Q4 | $3.7M | Sell |
60,071
-373
| -0.6% | -$23K | 3.06% | 9 |
|
|
2022
Q3 | $3.18M | Buy |
60,444
+3,567
| +6% | +$188K | 2.96% | 8 |
|
|
2022
Q2 | $3.35M | Buy |
56,877
+4,590
| +9% | +$270K | 3.19% | 6 |
|
|
2022
Q1 | $3.63M | Buy |
52,287
+77
| +0.1% | +$5.35K | 3.06% | 8 |
|
|
2021
Q4 | $3.9M | Buy |
+52,210
| New | +$3.9M | 3.25% | 6 |
|