BMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $533K | Buy |
7,894
+34
| +0.4% | +$2.3K | 0.35% | 48 |
|
|
2023
Q1 | $525K | Buy |
+7,860
| New | +$525K | 0.36% | 65 |
|
|
2022
Q4 | – | Sell |
-6,013
| Closed | -$317K | – | 106 |
|
|
2022
Q3 | $317K | Buy |
+6,013
| New | +$317K | 0.22% | 87 |
|
|
2022
Q2 | – | Sell |
-3,429
| Closed | -$238K | – | 105 |
|
|
2022
Q1 | $238K | Buy |
+3,429
| New | +$238K | 0.15% | 99 |
|