Apexium Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,033
| Closed | -$656K | – | 242 |
|
|
2024
Q2 | $656K | Sell |
9,033
-1,998
| -18% | -$145K | 0.05% | 115 |
|
|
2024
Q1 | $819K | Sell |
11,031
-1,277
| -10% | -$94.8K | 0.06% | 107 |
|
|
2023
Q4 | $866K | Buy |
12,308
+3,475
| +39% | +$244K | 0.06% | 129 |
|
|
2023
Q3 | $568K | Hold |
8,833
| – | – | 0.06% | 121 |
|
|
2023
Q2 | $596K | Buy |
+8,833
| New | +$596K | 0.05% | 124 |
|