Avalon Investment & Advisory’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
Q1 | $488K | Sell |
7,303
-6,094
| -45% | -$407K | 0.01% | 252 |
|
2022
Q4 | $826K | Buy |
+13,397
| New | +$826K | 0.02% | 217 |
|
2022
Q2 | – | Sell |
-3,655
| Closed | -$254K | – | 323 |
|
2022
Q1 | $254K | Buy |
+3,655
| New | +$254K | 0.01% | 294 |
|
2019
Q2 | – | Sell |
-3,613
| Closed | -$220K | – | 329 |
|
2019
Q1 | $220K | Buy |
+3,613
| New | +$220K | 0.01% | 320 |
|