Tevis Investment Management’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 | $302K | Buy |
3,622
+645
| +22% | +$53.8K | 0.19% | 95 |
|
|
2025
Q1 | $209K | Hold |
2,977
| – | – | 0.16% | 94 |
|
|
2024
Q4 | $209K | Buy |
2,977
+208
| +8% | +$14.6K | 0.16% | 94 |
|
|
2024
Q3 | $216K | Buy |
+2,769
| New | +$216K | 0.16% | 87 |
|
|
2022
Q4 | – | Sell |
-3,394
| Closed | -$179K | – | 130 |
|
|
2022
Q3 | $179K | Sell |
3,394
-972
| -22% | -$51.3K | 0.17% | 89 |
|
|
2022
Q2 | $258K | Sell |
4,366
-56
| -1% | -$3.31K | 0.25% | 79 |
|
|
2022
Q1 | $307K | Buy |
4,422
+71
| +2% | +$4.93K | 0.28% | 79 |
|
|
2021
Q4 | $326K | Buy |
+4,351
| New | +$326K | 0.28% | 85 |
|