Cascadia Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $753K | Sell |
10,143
-47
| -0.5% | -$3.49K | 0.15% | 144 |
|
|
2021
Q2 | $763K | Sell |
10,190
-9,297
| -48% | -$696K | 0.16% | 136 |
|
|
2021
Q1 | $1.4M | Buy |
+19,487
| New | +$1.4M | 0.31% | 102 |
|
|
2020
Q3 | $1.09M | Buy |
18,014
+2,272
| +14% | +$137K | 0.3% | 95 |
|
|
2020
Q2 | $900K | Buy |
+15,742
| New | +$900K | 0.28% | 97 |
|
|
2019
Q4 | $1.75M | Buy |
+26,884
| New | +$1.75M | 0.5% | 66 |
|