Verum 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 | $819K | Buy |
9,810
+87
| +0.9% | +$7.26K | 0.19% | 69 |
|
|
2025
Q1 | $736K | Hold |
9,723
| – | – | 0.2% | 64 |
|
|
2024
Q4 | $683K | Sell |
9,723
-259
| -3% | -$18.2K | 0.2% | 68 |
|
|
2024
Q3 | $779K | Sell |
9,982
-1,075
| -10% | -$83.9K | 0.23% | 64 |
|
|
2024
Q2 | $803K | Buy |
11,057
+2,069
| +23% | +$150K | 0.26% | 60 |
|
|
2024
Q1 | $667K | Hold |
8,988
| – | – | 0.24% | 66 |
|
|
2023
Q4 | $632K | Sell |
8,988
-276
| -3% | -$19.4K | 0.25% | 67 |
|
|
2023
Q3 | $596K | Hold |
9,264
| – | – | 0.27% | 68 |
|
|
2023
Q2 | $625K | Buy |
9,264
+79
| +0.9% | +$5.33K | 0.57% | 38 |
|
|
2023
Q1 | $614K | Hold |
9,185
| – | – | 0.66% | 35 |
|
|
2022
Q4 | $566K | Buy |
+9,185
| New | +$566K | 0.7% | 37 |
|