CSIA
Charles Schwab Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,356
| Closed | -$397K | – | 33 |
|
|
2024
Q1 | $397K | Sell |
5,356
-2,034
| -28% | -$151K | ﹤0.01% | 79 |
|
|
2023
Q4 | $520K | Buy |
+7,390
| New | +$520K | ﹤0.01% | 71 |
|
|
2022
Q2 | – | Sell |
-3,133
| Closed | -$218K | – | 105 |
|
|
2022
Q1 | $218K | Buy |
+3,133
| New | +$218K | ﹤0.01% | 104 |
|
|
2021
Q2 | – | Sell |
-4,737
| Closed | -$341K | – | 91 |
|
|
2021
Q1 | $341K | Buy |
+4,737
| New | +$341K | ﹤0.01% | 71 |
|