Winthrop Capital 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
$13M Sell
155,863
-8,556
-5% -$714K 3.29% 6
2025
Q1
$12.4M Buy
164,419
+16,229
+11% +$1.23M 3.42% 6
2024
Q4
$10.4M Buy
148,190
+10,588
+8% +$745K 2.77% 8
2024
Q3
$10.7M Buy
137,602
+104
+0.1% +$8.12K 5.11% 6
2024
Q2
$9.99M Buy
137,498
+1,040
+0.8% +$75.5K 5% 5
2024
Q1
$10.1M Sell
136,458
-5,492
-4% -$408K 4.67% 6
2023
Q4
$9.99M Buy
+141,950
New +$9.99M 3.26% 6