Westside Investment 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
Q2 | $9.65M | Sell |
115,561
-52
| -0% | -$4.34K | 1.79% | 10 |
|
|
2025
Q1 | $8.75M | Buy |
115,613
+2,141
| +2% | +$162K | 1.86% | 8 |
|
|
2024
Q4 | $7.97M | Sell |
113,472
-1,762
| -2% | -$124K | 1.68% | 10 |
|
|
2024
Q3 | $8.98M | Buy |
115,234
+3,272
| +3% | +$255K | 1.91% | 8 |
|
|
2024
Q2 | $8.13M | Buy |
111,962
+2,050
| +2% | +$149K | 1.86% | 8 |
|
|
2024
Q1 | $8.16M | Buy |
109,912
+2,677
| +2% | +$199K | 1.96% | 8 |
|
|
2023
Q4 | $7.54M | Buy |
107,235
+2,428
| +2% | +$171K | 1.93% | 8 |
|
|
2023
Q3 | $6.74M | Sell |
104,807
-15
| -0% | -$965 | 1.94% | 7 |
|
|
2023
Q2 | $7.08M | Sell |
104,822
-11,741
| -10% | -$793K | 2% | 6 |
|
|
2023
Q1 | $7.78M | Buy |
116,563
+483
| +0.4% | +$32.3K | 2.29% | 5 |
|
|
2022
Q4 | $127K | Buy |
116,080
+4,447
| +4% | +$4.88K | 0.31% | 79 |
|
|
2022
Q3 | $127K | Sell |
111,633
-13,423
| -11% | -$15.3K | 0.3% | 81 |
|
|
2022
Q2 | $111K | Buy |
125,056
+1,985
| +2% | +$1.75K | 0.25% | 84 |
|
|
2022
Q1 | $120K | Buy |
123,071
+6,441
| +6% | +$6.29K | 0.26% | 81 |
|
|
2021
Q4 | $128K | Buy |
116,630
+4,831
| +4% | +$5.29K | 0.29% | 74 |
|
|
2021
Q3 | $127K | Buy |
111,799
+2,605
| +2% | +$2.96K | 0.29% | 75 |
|
|
2021
Q2 | $128K | Buy |
109,194
+9,395
| +9% | +$11K | 0.3% | 71 |
|
|
2021
Q1 | $122K | Buy |
99,799
+999
| +1% | +$1.23K | 0.32% | 64 |
|
|
2020
Q4 | $62K | Sell |
98,800
-2,587
| -3% | -$1.63K | 0.17% | 90 |
|
|
2020
Q3 | $54.3K | Buy |
101,387
+1,513
| +2% | +$810 | 0.02% | 87 |
|
|
2020
Q2 | $51.4K | Sell |
99,874
-6,278
| -6% | -$3.23K | 0.03% | 70 |
|
|
2020
Q1 | $195K | Buy |
+106,152
| New | +$195K | 0.13% | 21 |
|
|
2019
Q2 | $185K | Buy |
+175,460
| New | +$185K | 0.41% | 13 |
|
|
2018
Q4 | $9.78M | Sell |
177,796
-220,989
| -55% | -$12.2M | 3.58% | 3 |
|
|
2018
Q3 | $27.6M | Buy |
398,785
+222,426
| +126% | +$15.4M | 8.82% | 2 |
|
|
2018
Q2 | $11.1M | Buy |
176,359
+12,367
| +8% | +$776K | 3.89% | 2 |
|
|
2018
Q1 | $10.6M | Buy |
163,992
+11,822
| +8% | +$767K | 5.84% | 1 |
|
|
2017
Q4 | $10.3M | Buy |
152,170
+25,079
| +20% | +$1.7M | 5.6% | 1 |
|
|
2017
Q3 | $8.15M | Buy |
127,091
+13,296
| +12% | +$853K | 4.92% | 3 |
|
|
2017
Q2 | $6.9M | Buy |
113,795
+4,360
| +4% | +$264K | 4.5% | 3 |
|
|
2017
Q1 | $6.3M | Buy |
+109,435
| New | +$6.3M | 3.01% | 5 |
|