CIC Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.53M | Buy |
18,281
+90
| +0.5% | +$7.53K | 0.4% | 56 |
|
|
2024
Q2 | $1.42M | Sell |
18,191
-400
| -2% | -$31.3K | 0.39% | 55 |
|
|
2024
Q1 | $1.48M | Sell |
18,591
-241
| -1% | -$19.2K | 0.43% | 54 |
|
|
2023
Q4 | $1.42M | Buy |
18,832
+465
| +3% | +$35K | 0.45% | 51 |
|
|
2023
Q3 | $1.27M | Buy |
18,367
+2,191
| +14% | +$151K | 0.45% | 49 |
|
|
2023
Q2 | $1.17M | Buy |
16,176
+11,015
| +213% | +$799K | 0.41% | 54 |
|
|
2023
Q1 | $369K | Buy |
5,161
+55
| +1% | +$3.93K | 0.14% | 103 |
|
|
2022
Q4 | $335K | Buy |
+5,106
| New | +$335K | 0.14% | 108 |
|