The Family Firm’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 | $2.23M | Buy |
26,703
+5,184
| +24% | +$433K | 0.54% | 48 |
|
|
2025
Q1 | $1.63M | Buy |
21,519
+7,878
| +58% | +$596K | 0.36% | 57 |
|
|
2024
Q4 | $959K | Buy |
13,641
+3,862
| +39% | +$271K | 0.21% | 79 |
|
|
2024
Q3 | $763K | Buy |
9,779
+5,752
| +143% | +$449K | 0.17% | 88 |
|
|
2024
Q2 | $293K | Buy |
+4,027
| New | +$293K | 0.07% | 156 |
|