Boston Family Office’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 | – | Sell |
-3,538
| Closed | -$236K | – | 263 |
|
|
2023
Q1 | $236K | Hold |
3,538
| – | – | 0.02% | 240 |
|
|
2022
Q4 | $218K | Buy |
+3,538
| New | +$218K | 0.02% | 256 |
|
|
2022
Q1 | – | Sell |
-6,805
| Closed | -$508K | – | 289 |
|
|
2021
Q4 | $508K | Hold |
6,805
| – | – | 0.03% | 211 |
|
|
2021
Q3 | $505K | Hold |
6,805
| – | – | 0.04% | 203 |
|
|
2021
Q2 | $509K | Hold |
6,805
| – | – | 0.04% | 205 |
|
|
2021
Q1 | $490K | Sell |
6,805
-358
| -5% | -$25.8K | 0.04% | 207 |
|
|
2020
Q4 | $495K | Buy |
7,163
+358
| +5% | +$24.7K | 0.04% | 203 |
|
|
2020
Q3 | $410K | Hold |
6,805
| – | – | 0.04% | 191 |
|
|
2020
Q2 | $389K | Hold |
6,805
| – | – | 0.04% | 194 |
|
|
2020
Q1 | $340K | Hold |
6,805
| – | – | 0.04% | 197 |
|
|
2019
Q4 | $444K | Hold |
6,805
| – | – | 0.04% | 202 |
|
|
2019
Q3 | $416K | Sell |
6,805
-1,475
| -18% | -$90.2K | 0.04% | 205 |
|
|
2019
Q2 | $508K | Hold |
8,280
| – | – | 0.05% | 191 |
|
|
2019
Q1 | $503K | Sell |
8,280
-700
| -8% | -$42.5K | 0.05% | 191 |
|
|
2018
Q4 | $494K | Hold |
8,980
| – | – | 0.06% | 183 |
|
|
2018
Q3 | $575K | Hold |
8,980
| – | – | 0.06% | 189 |
|
|
2018
Q2 | $569K | Hold |
8,980
| – | – | 0.06% | 185 |
|
|
2018
Q1 | $592K | Hold |
8,980
| – | – | 0.07% | 181 |
|
|
2017
Q4 | $593K | Hold |
8,980
| – | – | 0.07% | 186 |
|
|
2017
Q3 | $558K | Hold |
8,980
| – | – | 0.06% | 188 |
|
|
2017
Q2 | $558K | Buy |
+8,980
| New | +$558K | 0.07% | 184 |
|