BWM
BCS Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-83,784
| Closed | -$5.16M | – | 178 |
|
|
2022
Q4 | $5.16M | Hold |
83,784
| – | – | 2.16% | 8 |
|
|
2022
Q3 | $4.41M | Buy |
83,784
+83
| +0.1% | +$4.37K | 2.08% | 9 |
|
|
2022
Q2 | $4.93M | Hold |
83,701
| – | – | 2.19% | 9 |
|
|
2022
Q1 | $5.82M | Sell |
83,701
-188
| -0.2% | -$13.1K | 2.41% | 6 |
|
|
2021
Q4 | $6.26M | Buy |
83,889
+105
| +0.1% | +$7.84K | 2.25% | 7 |
|
|
2021
Q3 | $6.22M | Buy |
83,784
+216
| +0.3% | +$16K | 2.64% | 7 |
|
|
2021
Q2 | $6.26M | Buy |
83,568
+428
| +0.5% | +$32K | 3.33% | 6 |
|
|
2021
Q1 | $5.99M | Hold |
83,140
| – | – | 2.84% | 7 |
|
|
2020
Q4 | $5.74M | Hold |
83,140
| – | – | 2.98% | 7 |
|
|
2020
Q3 | $5.01M | Hold |
83,140
| – | – | 2.83% | 8 |
|
|
2020
Q2 | $4.75M | Sell |
83,140
-75
| -0.1% | -$4.29K | 2.85% | 8 |
|
|
2020
Q1 | $4.15M | Hold |
83,215
| – | – | 2.91% | 9 |
|
|
2019
Q4 | $5.43M | Buy |
+83,215
| New | +$5.43M | 3.62% | 7 |
|