Accel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,452
| Closed | -$97.1K | – | 495 |
|
|
2023
Q1 | $97.1K | Hold |
1,452
| – | – | 0.04% | 341 |
|
|
2022
Q4 | $89.5K | Sell |
1,452
-13
| -0.9% | -$801 | 0.04% | 259 |
|
|
2022
Q3 | $82K | Buy |
1,465
+600
| +69% | +$33.6K | 0.04% | 276 |
|
|
2022
Q2 | $50K | Hold |
865
| – | – | 0.03% | 346 |
|
|
2022
Q1 | $61K | Buy |
865
+173
| +25% | +$12.2K | 0.03% | 332 |
|
|
2021
Q4 | $52K | Sell |
692
-32
| -4% | -$2.41K | 0.03% | 373 |
|
|
2021
Q3 | $54K | Hold |
724
| – | – | 0.03% | 312 |
|
|
2021
Q2 | $54K | Buy |
724
+102
| +16% | +$7.61K | 0.04% | 326 |
|
|
2021
Q1 | $45K | Hold |
622
| – | – | 0.04% | 336 |
|
|
2020
Q4 | $43K | Buy |
+622
| New | +$43K | 0.04% | 323 |
|