CIC Wealth’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
Q3 | $2.28M | Buy |
29,162
+551
| +2% | +$43K | 0.59% | 42 |
|
|
2024
Q2 | $2.08M | Buy |
28,611
+336
| +1% | +$24.4K | 0.57% | 45 |
|
|
2024
Q1 | $2.1M | Sell |
28,275
-4,544
| -14% | -$337K | 0.61% | 43 |
|
|
2023
Q4 | $2.31M | Buy |
32,819
+3,105
| +10% | +$218K | 0.73% | 34 |
|
|
2023
Q3 | $1.91M | Buy |
29,714
+704
| +2% | +$45.3K | 0.69% | 36 |
|
|
2023
Q2 | $1.96M | Buy |
29,010
+805
| +3% | +$54.3K | 0.68% | 37 |
|
|
2023
Q1 | $1.89M | Buy |
28,205
+3,554
| +14% | +$238K | 0.71% | 35 |
|
|
2022
Q4 | $1.52M | Buy |
+24,651
| New | +$1.52M | 0.63% | 42 |
|