Vickerman Investment Advisors’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 | $237K | Buy |
+2,837
| New | +$237K | 0.05% | 77 |
|
|
2023
Q4 | – | Sell |
-3,195
| Closed | -$206K | – | 65 |
|
|
2023
Q3 | $206K | Hold |
3,195
| – | – | 0.08% | 64 |
|
|
2023
Q2 | $216K | Sell |
3,195
-6,937
| -68% | -$468K | 0.08% | 64 |
|
|
2023
Q1 | $677K | Sell |
10,132
-36,432
| -78% | -$2.44M | 0.27% | 53 |
|
|
2022
Q4 | $2.87M | Sell |
46,564
-30,544
| -40% | -$1.88M | 1.3% | 31 |
|
|
2022
Q3 | $4.06M | Buy |
77,108
+2,101
| +3% | +$111K | 1.96% | 14 |
|
|
2022
Q2 | $4.41M | Sell |
75,007
-3,905
| -5% | -$230K | 2.09% | 14 |
|
|
2022
Q1 | $5M | Sell |
78,912
-7,717
| -9% | -$489K | 2.22% | 15 |
|
|
2021
Q4 | $6.47M | Buy |
86,629
+5,185
| +6% | +$387K | 2.61% | 13 |
|
|
2021
Q3 | $6.05M | Buy |
+81,444
| New | +$6.05M | 2.42% | 13 |
|