TCM
Tran Capital Management’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 | $456K | Buy |
5,465
+725
| +15% | +$60.5K | 0.05% | 56 |
|
|
2025
Q1 | $359K | Hold |
4,740
| – | – | 0.05% | 58 |
|
|
2024
Q4 | $333K | Hold |
4,740
| – | – | 0.04% | 56 |
|
|
2024
Q3 | $370K | Sell |
4,740
-660
| -12% | -$51.5K | 0.04% | 56 |
|
|
2024
Q2 | $392K | Hold |
5,400
| – | – | 0.05% | 46 |
|
|
2024
Q1 | $401K | Buy |
+5,400
| New | +$401K | 0.04% | 43 |
|