Tidemark’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 | $196K | Sell |
2,343
-134
| -5% | -$11.2K | 0.06% | 122 |
|
|
2025
Q1 | $187K | Sell |
2,477
-5,014
| -67% | -$379K | 0.07% | 119 |
|
|
2024
Q4 | $526K | Sell |
7,491
-98
| -1% | -$6.89K | 0.2% | 64 |
|
|
2024
Q3 | $592K | Buy |
7,589
+416
| +6% | +$32.5K | 0.24% | 58 |
|
|
2024
Q2 | $521K | Buy |
7,173
+338
| +5% | +$24.6K | 0.24% | 61 |
|
|
2024
Q1 | $507K | Buy |
6,835
+4,238
| +163% | +$315K | 0.28% | 69 |
|
|
2023
Q4 | $183K | Buy |
+2,597
| New | +$183K | 0.11% | 118 |
|