Benedetti & Gucer’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
Q1 | $2.59M | Buy |
34,934
+1,765
| +5% | +$131K | 1.29% | 17 |
|
|
2023
Q4 | $2.33M | Buy |
33,169
+2,680
| +9% | +$189K | 1.22% | 19 |
|
|
2023
Q3 | $1.96M | Buy |
30,489
+2,193
| +8% | +$141K | 1.07% | 19 |
|
|
2023
Q2 | $1.91M | Sell |
28,296
-662
| -2% | -$44.7K | 0.98% | 19 |
|
|
2023
Q1 | $1.94M | Buy |
28,958
+875
| +3% | +$58.5K | 1.11% | 18 |
|
|
2022
Q4 | $1.73M | Sell |
28,083
-1,628
| -5% | -$100K | 1.27% | 17 |
|
|
2022
Q3 | $1.57M | Sell |
29,711
-1,429
| -5% | -$75.3K | 1.23% | 17 |
|
|
2022
Q2 | $1.85M | Buy |
31,140
+1,534
| +5% | +$91.1K | 1.25% | 22 |
|
|
2022
Q1 | $2.06M | Buy |
29,606
+1,076
| +4% | +$74.8K | 1.38% | 18 |
|
|
2021
Q4 | $2.13M | Buy |
28,530
+715
| +3% | +$53.4K | 1.44% | 17 |
|
|
2021
Q3 | $2.07M | Sell |
27,815
-563
| -2% | -$41.8K | 1.57% | 15 |
|
|
2021
Q2 | $2.12M | Buy |
28,378
+1,374
| +5% | +$103K | 1.91% | 10 |
|
|
2021
Q1 | $1.95M | Buy |
+27,004
| New | +$1.95M | 1.79% | 11 |
|