Angeles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,090
| Closed | -$304K | – | 241 |
|
|
2021
Q3 | $304K | Buy |
+4,090
| New | +$304K | 0.02% | 162 |
|
|
2021
Q2 | – | Sell |
-3,180
| Closed | -$229K | – | 129 |
|
|
2021
Q1 | $229K | Hold |
3,180
| – | – | 0.02% | 102 |
|
|
2020
Q4 | $220K | Buy |
+3,180
| New | +$220K | 0.02% | 106 |
|
|
2020
Q1 | – | Sell |
-3,290
| Closed | -$215K | – | 96 |
|
|
2019
Q4 | $215K | Hold |
3,290
| – | – | 0.04% | 82 |
|
|
2019
Q3 | $201K | Hold |
3,290
| – | – | 0.04% | 76 |
|
|
2019
Q2 | $202K | Sell |
3,290
-260
| -7% | -$16K | 0.05% | 67 |
|
|
2019
Q1 | $216K | Sell |
3,550
-1,140
| -24% | -$69.4K | 0.21% | 44 |
|
|
2018
Q4 | $258K | Buy |
+4,690
| New | +$258K | 0.22% | 28 |
|