Winthrop Advisory Group’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 | $1.14M | Buy |
13,625
+9,729
| +250% | +$812K | 0.11% | 63 |
|
|
2025
Q1 | $295K | Buy |
3,896
+230
| +6% | +$17.4K | 0.04% | 118 |
|
|
2024
Q4 | $258K | Buy |
3,666
+151
| +4% | +$10.6K | 0.03% | 131 |
|
|
2024
Q3 | $274K | Buy |
3,515
+290
| +9% | +$22.6K | 0.03% | 118 |
|
|
2024
Q2 | $234K | Sell |
3,225
-2,089
| -39% | -$152K | 0.03% | 124 |
|
|
2024
Q1 | $394K | Buy |
5,314
+1,915
| +56% | +$142K | 0.06% | 97 |
|
|
2023
Q4 | $239K | Buy |
+3,399
| New | +$239K | 0.04% | 121 |
|
|
2022
Q4 | – | Sell |
-4,392
| Closed | -$231K | – | 124 |
|
|
2022
Q3 | $231K | Sell |
4,392
-50,004
| -92% | -$2.63M | 0.05% | 98 |
|
|
2022
Q2 | $3.2M | Sell |
54,396
-4,275
| -7% | -$252K | 0.75% | 21 |
|
|
2022
Q1 | $4.08M | Buy |
+58,671
| New | +$4.08M | 0.85% | 18 |
|
|
2021
Q4 | – | Sell |
-2,768
| Closed | -$206K | – | 148 |
|
|
2021
Q3 | $206K | Buy |
+2,768
| New | +$206K | 0.05% | 134 |
|