1834 Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-849
| Closed | -$50K | – | 318 |
|
|
2022
Q2 | $50K | Buy |
+849
| New | +$50K | 0.01% | 271 |
|
|
2021
Q2 | – | Sell |
-750
| Closed | -$54K | – | 511 |
|
|
2021
Q1 | $54K | Hold |
750
| – | – | 0.01% | 264 |
|
|
2020
Q4 | $52K | Buy |
+750
| New | +$52K | 0.01% | 262 |
|
|
2020
Q2 | – | Sell |
-622
| Closed | -$31K | – | 460 |
|
|
2020
Q1 | $31K | Sell |
622
-1,140
| -65% | -$56.8K | 0.01% | 279 |
|
|
2019
Q4 | $115K | Buy |
1,762
+1,132
| +180% | +$73.9K | 0.02% | 231 |
|
|
2019
Q3 | $38K | Sell |
630
-1,115
| -64% | -$67.3K | 0.01% | 291 |
|
|
2019
Q2 | $107K | Buy |
1,745
+652
| +60% | +$40K | 0.02% | 232 |
|
|
2019
Q1 | $66K | Hold |
1,093
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $60K | Buy |
1,093
+15
| +1% | +$823 | 0.01% | 251 |
|
|
2018
Q3 | $69K | Hold |
1,078
| – | – | 0.01% | 258 |
|
|
2018
Q2 | $68K | Sell |
1,078
-381
| -26% | -$24K | 0.01% | 252 |
|
|
2018
Q1 | $96K | Hold |
1,459
| – | – | 0.02% | 222 |
|
|
2017
Q4 | $96K | Buy |
+1,459
| New | +$96K | 0.02% | 243 |
|