Blue Zone Wealth Advisors’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
Q4
Sell
-16,141
Closed -$973K 75
2020
Q3
$973K Hold
16,141
0.55% 42
2020
Q2
$923K Hold
16,141
0.52% 37
2020
Q1
$805K Buy
+16,141
New +$805K 0.75% 20