Argent 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
2020
Q2
$12.1M Sell
197,621
-10,456
-5% -$642K 2.02% 13
2020
Q1
$10.4M Sell
208,077
-2,724
-1% -$136K 2.11% 10
2019
Q4
$13.8M Buy
+210,801
New +$13.8M 2.3% 10