Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,325
| Closed | -$92K | – | 499 |
|
|
2022
Q1 | $92K | Sell |
1,325
-156
| -11% | -$10.8K | 0.03% | 289 |
|
|
2021
Q4 | $111K | Buy |
1,481
+156
| +12% | +$11.7K | 0.03% | 263 |
|
|
2021
Q3 | $98K | Buy |
1,325
+530
| +67% | +$39.2K | 0.03% | 274 |
|
|
2021
Q2 | $60K | Sell |
795
-188
| -19% | -$14.2K | 0.02% | 349 |
|
|
2021
Q1 | $71K | Sell |
983
-857
| -47% | -$61.9K | 0.03% | 315 |
|
|
2020
Q4 | $127K | Buy |
1,840
+175
| +11% | +$12.1K | 0.06% | 199 |
|
|
2020
Q3 | $100K | Buy |
1,665
+1,400
| +528% | +$84.1K | 0.05% | 209 |
|
|
2020
Q2 | $15K | Hold |
265
| – | – | 0.01% | 433 |
|
|
2020
Q1 | $13K | Hold |
265
| – | – | 0.01% | 439 |
|
|
2019
Q4 | $17K | Hold |
265
| – | – | 0.01% | 423 |
|
|
2019
Q3 | $16K | Hold |
265
| – | – | 0.01% | 414 |
|
|
2019
Q2 | $16K | Sell |
265
-171
| -39% | -$10.3K | 0.01% | 421 |
|
|
2019
Q1 | $26K | Buy |
+436
| New | +$26K | 0.02% | 361 |
|