Topel & Distasi Wealth 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 | $13.9M | Sell |
166,719
-13,393
| -7% | -$1.12M | 7.3% | 3 |
|
|
2025
Q1 | $13.6M | Sell |
180,112
-20,765
| -10% | -$1.57M | 6.36% | 3 |
|
|
2024
Q4 | $14.1M | Buy |
200,877
+4,505
| +2% | +$317K | 6.05% | 3 |
|
|
2024
Q3 | $15.3M | Buy |
196,372
+3,823
| +2% | +$298K | 6.35% | 3 |
|
|
2024
Q2 | $14M | Buy |
192,549
+2,018
| +1% | +$147K | 6.15% | 3 |
|
|
2024
Q1 | $14.1M | Buy |
190,531
+4,569
| +2% | +$339K | 6.25% | 2 |
|
|
2023
Q4 | $13.1M | Buy |
185,962
+73,541
| +65% | +$5.17M | 6.21% | 3 |
|
|
2023
Q3 | $7.23M | Buy |
112,421
+1,783
| +2% | +$115K | 3.79% | 8 |
|
|
2023
Q2 | $7.47M | Buy |
110,638
+1,088
| +1% | +$73.4K | 3.76% | 6 |
|
|
2023
Q1 | $7.32M | Sell |
109,550
-8,619
| -7% | -$576K | 3.82% | 8 |
|
|
2022
Q4 | $7.28M | Sell |
118,169
-702
| -0.6% | -$43.3K | 4.08% | 5 |
|
|
2022
Q3 | $7.24M | Sell |
118,871
-55,975
| -32% | -$3.41M | 4% | 6 |
|
|
2022
Q2 | $10.3M | Sell |
174,846
-1,747
| -1% | -$103K | 5.96% | 3 |
|
|
2022
Q1 | $12.3M | Buy |
176,593
+74,971
| +74% | +$5.21M | 5.14% | 3 |
|
|
2021
Q4 | $7.59M | Buy |
+101,622
| New | +$7.59M | 3.09% | 9 |
|