West Coast Financial’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 | – | Sell |
-86,975
| Closed | -$6.58M | – | 63 |
|
|
2025
Q1 | $6.58M | Buy |
86,975
+83,947
| +2,772% | +$6.35M | 0.75% | 35 |
|
|
2024
Q4 | $213K | Hold |
3,028
| – | – | 0.02% | 162 |
|
|
2024
Q3 | $236K | Buy |
+3,028
| New | +$236K | 0.03% | 161 |
|
|
2022
Q3 | – | Sell |
-4,279
| Closed | -$252K | – | 124 |
|
|
2022
Q2 | $252K | Hold |
4,279
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $297K | Buy |
4,279
+342
| +9% | +$23.7K | 0.05% | 105 |
|
|
2021
Q4 | $294K | Buy |
3,937
+102
| +3% | +$7.62K | 0.04% | 112 |
|
|
2021
Q3 | $285K | Hold |
3,835
| – | – | 0.05% | 112 |
|
|
2021
Q2 | $287K | Hold |
3,835
| – | – | 0.05% | 113 |
|
|
2021
Q1 | $276K | Hold |
3,835
| – | – | 0.05% | 108 |
|
|
2020
Q4 | $265K | Buy |
+3,835
| New | +$265K | 0.05% | 99 |
|