TA
Tectonic Advisors’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 | $12.3M | Buy |
147,136
+9,308
| +7% | +$777K | 0.71% | 27 |
|
|
2025
Q1 | $10.4M | Buy |
137,828
+4,600
| +3% | +$348K | 0.65% | 31 |
|
|
2024
Q4 | $9.36M | Buy |
133,228
+4,371
| +3% | +$307K | 0.61% | 34 |
|
|
2024
Q3 | $10.1M | Buy |
128,857
+5,400
| +4% | +$421K | 0.66% | 25 |
|
|
2024
Q2 | $8.97M | Hold |
123,457
| – | – | 0.65% | 24 |
|
|
2024
Q1 | $9.16M | Hold |
123,457
| – | – | 0.7% | 23 |
|
|
2023
Q4 | $8.69M | Hold |
123,457
| – | – | 0.73% | 21 |
|
|
2023
Q3 | $7.94M | Hold |
123,457
| – | – | 0.74% | 22 |
|
|
2023
Q2 | $8.33M | Hold |
123,457
| – | – | 1.03% | 19 |
|
|
2023
Q1 | $8.25M | Buy |
123,457
+14,406
| +13% | +$963K | 1.13% | 15 |
|
|
2022
Q4 | $6.72M | Buy |
109,051
+18,500
| +20% | +$1.14M | 1.04% | 18 |
|
|
2022
Q3 | $4.77M | Hold |
90,551
| – | – | 0.88% | 18 |
|
|
2022
Q2 | $5.33M | Hold |
90,551
| – | – | 0.97% | 17 |
|
|
2022
Q1 | $6.29M | Buy |
90,551
+6,161
| +7% | +$428K | 1.08% | 16 |
|
|
2021
Q4 | $6.3M | Buy |
84,390
+155
| +0.2% | +$11.6K | 1.13% | 15 |
|
|
2021
Q3 | $6.25M | Buy |
84,235
+13,031
| +18% | +$967K | 1.23% | 16 |
|
|
2021
Q2 | $5.33M | Buy |
71,204
+4,167
| +6% | +$312K | 1.1% | 17 |
|
|
2021
Q1 | $4.83M | Buy |
67,037
+22,041
| +49% | +$1.59M | 1.2% | 17 |
|
|
2020
Q4 | $3.11M | Buy |
+44,996
| New | +$3.11M | 0.85% | 28 |
|