Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $394K | Hold |
5,312
| – | – | 0.24% | 36 |
|
|
2023
Q4 | $374K | Buy |
5,312
+50
| +1% | +$3.52K | 0.25% | 30 |
|
|
2023
Q3 | $339K | Hold |
5,262
| – | – | 0.26% | 30 |
|
|
2023
Q2 | $355K | Buy |
5,262
+67
| +1% | +$4.52K | 0.28% | 27 |
|
|
2023
Q1 | $347K | Hold |
5,195
| – | – | 0.29% | 27 |
|
|
2022
Q4 | $320K | Buy |
5,195
+19
| +0.4% | +$1.17K | 0.3% | 26 |
|
|
2022
Q3 | $273K | Hold |
5,176
| – | – | 0.32% | 24 |
|
|
2022
Q2 | $305K | Buy |
5,176
+3,539
| +216% | +$209K | 0.37% | 22 |
|
|
2022
Q1 | $114K | Buy |
+1,637
| New | +$114K | 0.12% | 43 |
|