Briggs Advisory Group’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
Q3 | $2.79M | Sell |
43,431
-590
| -1% | -$38K | 1.6% | 13 |
|
|
2023
Q2 | $2.97M | Buy |
44,021
+632
| +1% | +$42.7K | 1.66% | 14 |
|
|
2023
Q1 | $2.9M | Sell |
43,389
-1,796
| -4% | -$120K | 1.72% | 12 |
|
|
2022
Q4 | $2.79M | Sell |
45,185
-8,444
| -16% | -$520K | 1.77% | 11 |
|
|
2022
Q3 | $2.83M | Sell |
53,629
-2,283
| -4% | -$120K | 2.12% | 11 |
|
|
2022
Q2 | $3.29M | Sell |
55,912
-2,332
| -4% | -$137K | 2.4% | 8 |
|
|
2022
Q1 | $4.05M | Sell |
58,244
-1,143
| -2% | -$79.5K | 2.69% | 8 |
|
|
2021
Q4 | $4.43M | Buy |
+59,387
| New | +$4.43M | 3.02% | 7 |
|