Zullo Investment 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 | $268K | Hold |
3,207
| – | – | 0.11% | 128 |
|
|
2025
Q1 | $243K | Sell |
3,207
-4
| -0.1% | -$303 | 0.1% | 130 |
|
|
2024
Q4 | $226K | Sell |
3,211
-57
| -2% | -$4.01K | 0.09% | 136 |
|
|
2024
Q3 | $255K | Sell |
3,268
-21
| -0.6% | -$1.64K | 0.11% | 132 |
|
|
2024
Q2 | $239K | Sell |
3,289
-387
| -11% | -$28.1K | 0.1% | 135 |
|
|
2024
Q1 | $273K | Sell |
3,676
-395
| -10% | -$29.3K | 0.13% | 126 |
|
|
2023
Q4 | $286K | Sell |
4,071
-356
| -8% | -$25K | 0.15% | 113 |
|
|
2023
Q3 | $285K | Sell |
4,427
-550
| -11% | -$35.4K | 0.17% | 109 |
|
|
2023
Q2 | $336K | Sell |
4,977
-121
| -2% | -$8.17K | 0.19% | 99 |
|
|
2023
Q1 | $341K | Sell |
5,098
-438
| -8% | -$29.3K | 0.21% | 96 |
|
|
2022
Q4 | $341K | Sell |
5,536
-76
| -1% | -$4.69K | 0.21% | 92 |
|
|
2022
Q3 | $296K | Sell |
5,612
-816
| -13% | -$43K | 0.19% | 96 |
|
|
2022
Q2 | $378K | Sell |
6,428
-1,032
| -14% | -$60.7K | 0.24% | 81 |
|
|
2022
Q1 | $519K | Sell |
7,460
-222
| -3% | -$15.4K | 0.27% | 75 |
|
|
2021
Q4 | $573K | Buy |
+7,682
| New | +$573K | 0.29% | 72 |
|