BT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $879K | Sell |
14,930
-3,935
| -21% | -$232K | 0.25% | 25 |
|
|
2022
Q1 | $1.31M | Hold |
18,865
| – | – | 0.34% | 20 |
|
|
2021
Q4 | $1.41M | Hold |
18,865
| – | – | 0.38% | 20 |
|
|
2021
Q3 | $1.4M | Hold |
18,865
| – | – | 0.44% | 19 |
|
|
2021
Q2 | $1.41M | Buy |
+18,865
| New | +$1.41M | 0.43% | 22 |
|
|
2019
Q1 | – | Sell |
-22,429
| Closed | -$1.32M | – | 76 |
|
|
2018
Q4 | $1.32M | Buy |
+22,429
| New | +$1.32M | 0.57% | 28 |
|