TFO
Tarbox Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3M | Sell |
374,616
-4,659
| -1% | -$389K | 4.7% | 4 |
|
|
2025
Q1 | $28.7M | Sell |
379,275
-3,604
| -0.9% | -$273K | 4.77% | 4 |
|
|
2024
Q4 | $26.9M | Buy |
382,879
+2,002
| +0.5% | +$141K | 4.44% | 4 |
|
|
2024
Q3 | $29.7M | Sell |
380,877
-9,182
| -2% | -$717K | 4.87% | 4 |
|
|
2024
Q2 | $28.3M | Sell |
390,059
-1,122
| -0.3% | -$81.5K | 5% | 4 |
|
|
2024
Q1 | $29M | Sell |
391,181
-3,751
| -0.9% | -$278K | 5.1% | 4 |
|
|
2023
Q4 | $27.8M | Sell |
394,932
-26,056
| -6% | -$1.83M | 5.4% | 3 |
|
|
2023
Q3 | $27.1M | Sell |
420,988
-113,421
| -21% | -$7.3M | 5.61% | 3 |
|
|
2023
Q2 | $36.1M | Sell |
534,409
-15,201
| -3% | -$1.03M | 7.01% | 3 |
|
|
2023
Q1 | $36.7M | Buy |
549,610
+19,661
| +4% | +$1.31M | 7.42% | 3 |
|
|
2022
Q4 | $32.7M | Sell |
529,949
-80,197
| -13% | -$4.94M | 7.16% | 4 |
|
|
2022
Q3 | $35.9M | Sell |
610,146
-3,962
| -0.6% | -$233K | 8.52% | 3 |
|
|
2022
Q2 | $36.1M | Buy |
614,108
+52,987
| +9% | +$3.12M | 8.12% | 3 |
|
|
2022
Q1 | $39M | Sell |
561,121
-36,517
| -6% | -$2.54M | 7.92% | 3 |
|
|
2021
Q4 | $44.6M | Buy |
597,638
+26,277
| +5% | +$1.96M | 7.68% | 3 |
|
|
2021
Q3 | $42.4M | Buy |
571,361
+17,848
| +3% | +$1.33M | 7.77% | 3 |
|
|
2021
Q2 | $41.4M | Buy |
553,513
+10,200
| +2% | +$764K | 7.41% | 3 |
|
|
2021
Q1 | $39.1M | Buy |
543,313
+1,868
| +0.3% | +$135K | 7.7% | 3 |
|
|
2020
Q4 | $37.4M | Buy |
541,445
+73,184
| +16% | +$5.06M | 7.82% | 3 |
|
|
2020
Q3 | $28.2M | Buy |
468,261
+83,262
| +22% | +$5.02M | 6.87% | 3 |
|
|
2020
Q2 | $22M | Buy |
384,999
+74,577
| +24% | +$4.26M | 5.69% | 5 |
|
|
2020
Q1 | $15.5M | Buy |
310,422
+308,739
| +18,345% | +$15.4M | 5.02% | 4 |
|
|
2019
Q4 | $110K | Hold |
1,683
| – | – | 0.03% | 133 |
|
|
2019
Q3 | $103K | Hold |
1,683
| – | – | 0.03% | 122 |
|
|
2019
Q2 | $103K | Buy |
1,683
+15
| +0.9% | +$918 | 0.03% | 123 |
|
|
2019
Q1 | $101K | Hold |
1,668
| – | – | 0.04% | 116 |
|
|
2018
Q4 | $92K | Hold |
1,668
| – | – | 0.04% | 115 |
|
|
2018
Q3 | $107K | Hold |
1,668
| – | – | 0.04% | 116 |
|
|
2018
Q2 | $106K | Hold |
1,668
| – | – | 0.04% | 117 |
|
|
2018
Q1 | $110K | Buy |
+1,668
| New | +$110K | 0.04% | 122 |
|