Tranquility Partners’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 | $900K | Buy |
10,778
+380
| +4% | +$31.7K | 0.32% | 86 |
|
|
2025
Q1 | $787K | Buy |
10,398
+763
| +8% | +$57.7K | 0.3% | 93 |
|
|
2024
Q4 | $691K | Buy |
9,635
+654
| +7% | +$46.9K | 0.26% | 102 |
|
|
2024
Q3 | $701K | Sell |
8,981
-641
| -7% | -$50K | 0.25% | 102 |
|
|
2024
Q2 | $699K | Sell |
9,622
-396
| -4% | -$28.8K | 0.27% | 103 |
|
|
2024
Q1 | $744K | Buy |
10,018
+1,349
| +16% | +$100K | 0.29% | 98 |
|
|
2023
Q4 | $610K | Sell |
8,669
-832
| -9% | -$58.5K | 0.26% | 104 |
|
|
2023
Q3 | $611K | Buy |
9,501
+1,675
| +21% | +$108K | 0.26% | 96 |
|
|
2023
Q2 | $528K | Buy |
7,826
+1,058
| +16% | +$71.4K | 0.23% | 113 |
|
|
2023
Q1 | $452K | Buy |
6,768
+306
| +5% | +$20.5K | 0.22% | 122 |
|
|
2022
Q4 | $398K | Sell |
6,462
-858
| -12% | -$52.9K | 0.2% | 122 |
|
|
2022
Q3 | $386K | Sell |
7,320
-5,756
| -44% | -$304K | 0.21% | 119 |
|
|
2022
Q2 | $770K | Buy |
13,076
+10,098
| +339% | +$595K | 0.4% | 69 |
|
|
2022
Q1 | $207K | Buy |
+2,978
| New | +$207K | 0.1% | 208 |
|
|
2020
Q2 | – | Sell |
-6,602
| Closed | -$329K | – | 149 |
|
|
2020
Q1 | $329K | Sell |
6,602
-1,505
| -19% | -$75K | 0.38% | 77 |
|
|
2019
Q4 | $529K | Sell |
8,107
-697
| -8% | -$45.5K | 0.48% | 64 |
|
|
2019
Q3 | $538K | Sell |
8,804
-385
| -4% | -$23.5K | 0.57% | 54 |
|
|
2019
Q2 | $564K | Buy |
+9,189
| New | +$564K | 0.61% | 51 |
|