Traynor Capital 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
Q1 | – | Sell |
-14,952
| Closed | -$1.05M | – | 251 |
|
2024
Q4 | $1.05M | Buy |
14,952
+11,587
| +344% | +$814K | 0.07% | 90 |
|
2024
Q3 | $263K | Buy |
+3,365
| New | +$263K | 0.02% | 180 |
|
2022
Q1 | – | Sell |
-2,900
| Closed | -$216K | – | 219 |
|
2021
Q4 | $216K | Buy |
+2,900
| New | +$216K | 0.03% | 185 |
|
2020
Q1 | – | Sell |
-4,627
| Closed | -$301K | – | 164 |
|
2019
Q4 | $301K | Buy |
4,627
+492
| +12% | +$32K | 0.08% | 125 |
|
2019
Q3 | $252K | Buy |
+4,135
| New | +$252K | 0.08% | 130 |
|
2018
Q3 | – | Sell |
-5,791
| Closed | -$363K | – | 200 |
|
2018
Q2 | $363K | Buy |
5,791
+964
| +20% | +$60.4K | 0.13% | 109 |
|
2018
Q1 | $318K | Buy |
4,827
+1,231
| +34% | +$81.1K | 0.13% | 114 |
|
2017
Q4 | $237K | Buy |
+3,596
| New | +$237K | 0.1% | 143 |
|