Team Hewins’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 | – | Sell |
-5,459
| Closed | -$413K | – | 36 |
|
|
2025
Q1 | $413K | Sell |
5,459
-33
| -0.6% | -$2.5K | 0.16% | 21 |
|
|
2024
Q4 | $386K | Hold |
5,492
| – | – | 0.15% | 21 |
|
|
2024
Q3 | $429K | Hold |
5,492
| – | – | 0.16% | 22 |
|
|
2024
Q2 | $399K | Buy |
5,492
+968
| +21% | +$70.3K | 0.17% | 19 |
|
|
2024
Q1 | $336K | Buy |
4,524
+57
| +1% | +$4.23K | 0.14% | 19 |
|
|
2023
Q4 | $314K | Buy |
+4,467
| New | +$314K | 0.14% | 19 |
|
|
2023
Q3 | – | Sell |
-4,140
| Closed | -$279K | – | 38 |
|
|
2023
Q2 | $279K | Hold |
4,140
| – | – | 0.13% | 20 |
|
|
2023
Q1 | $277K | Hold |
4,140
| – | – | 0.15% | 19 |
|
|
2022
Q4 | $255K | Buy |
+4,140
| New | +$255K | 0.14% | 21 |
|