Welch & Forbes’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 | $1.07M | Sell |
12,818
-1,538
| -11% | -$128K | 0.01% | 220 |
|
|
2025
Q1 | $1.09M | Sell |
14,356
-303
| -2% | -$22.9K | 0.01% | 218 |
|
|
2024
Q4 | $1.03M | Hold |
14,659
| – | – | 0.01% | 227 |
|
|
2024
Q3 | $1.14M | Buy |
14,659
+1,433
| +11% | +$112K | 0.01% | 223 |
|
|
2024
Q2 | $966K | Buy |
13,226
+2,716
| +26% | +$198K | 0.01% | 228 |
|
|
2024
Q1 | $780K | Sell |
10,510
-2,208
| -17% | -$164K | 0.01% | 247 |
|
|
2023
Q4 | $895K | Buy |
12,718
+2,314
| +22% | +$163K | 0.01% | 231 |
|
|
2023
Q3 | $669K | Sell |
10,404
-16,397
| -61% | -$1.06M | 0.01% | 252 |
|
|
2023
Q2 | $1.81M | Buy |
26,801
+7,045
| +36% | +$476K | 0.03% | 188 |
|
|
2023
Q1 | $1.32M | Buy |
19,756
+8,980
| +83% | +$600K | 0.02% | 199 |
|
|
2022
Q4 | $664K | Buy |
10,776
+1,036
| +11% | +$63.9K | 0.01% | 256 |
|
|
2022
Q3 | $513K | Buy |
9,740
+1,000
| +11% | +$52.7K | 0.01% | 273 |
|
|
2022
Q2 | $515K | Hold |
8,740
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $607K | Sell |
8,740
-80
| -0.9% | -$5.56K | 0.01% | 273 |
|
|
2021
Q4 | $659K | Buy |
+8,820
| New | +$659K | 0.01% | 266 |
|