Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $10.4M | Sell |
139,901
-4,334
| -3% | -$323K | 2.11% | 11 |
|
|
2021
Q3 | $10.7M | Buy |
144,235
+4,360
| +3% | +$324K | 2.38% | 8 |
|
|
2021
Q2 | $10.5M | Buy |
139,875
+3,385
| +2% | +$253K | 2.28% | 8 |
|
|
2021
Q1 | $9.83M | Sell |
136,490
-2,580
| -2% | -$186K | 2.4% | 7 |
|
|
2020
Q4 | $9.61M | Sell |
139,070
-5,430
| -4% | -$375K | 2.43% | 7 |
|
|
2020
Q3 | $8.71M | Buy |
144,500
+2,696
| +2% | +$163K | 2.4% | 7 |
|
|
2020
Q2 | $8.11M | Buy |
141,804
+24,848
| +21% | +$1.42M | 2.35% | 9 |
|
|
2020
Q1 | $5.84M | Buy |
116,956
+13,002
| +13% | +$649K | 1.99% | 10 |
|
|
2019
Q4 | $6.78M | Buy |
103,954
+11,310
| +12% | +$738K | 2.02% | 8 |
|
|
2019
Q3 | $5.66M | Buy |
92,644
+6,916
| +8% | +$422K | 1.76% | 15 |
|
|
2019
Q2 | $5.26M | Buy |
85,728
+6,695
| +8% | +$411K | 1.69% | 17 |
|
|
2019
Q1 | $4.8M | Buy |
79,033
+18,868
| +31% | +$1.15M | 1.7% | 19 |
|
|
2018
Q4 | $3.31M | Buy |
60,165
+17,220
| +40% | +$947K | 1.35% | 29 |
|
|
2018
Q3 | $2.75M | Buy |
42,945
+32,381
| +307% | +$2.08M | 1.02% | 32 |
|
|
2018
Q2 | $669K | Buy |
10,564
+3,580
| +51% | +$227K | 0.27% | 83 |
|
|
2018
Q1 | $460K | Buy |
6,984
+394
| +6% | +$26K | 0.19% | 95 |
|
|
2017
Q4 | $436K | Buy |
6,590
+273
| +4% | +$18.1K | 0.18% | 98 |
|
|
2017
Q3 | $405K | Buy |
6,317
+2,115
| +50% | +$136K | 0.19% | 89 |
|
|
2017
Q2 | $256K | Buy |
+4,202
| New | +$256K | 0.13% | 120 |
|