CWA
Clarus Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-72
| Closed | -$4K | – | 333 |
|
|
2019
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $4K | Sell |
72
-1,141
| -94% | -$63.4K | 0.01% | 598 |
|
|
2018
Q3 | $78K | Sell |
1,213
-89,747
| -99% | -$5.77M | 0.05% | 235 |
|
|
2018
Q2 | $5.99M | Hold |
90,960
| – | – | 4.53% | 7 |
|
|
2018
Q1 | $5.99M | Sell |
90,960
-18,168
| -17% | -$1.2M | 5.53% | 7 |
|
|
2017
Q4 | $7.21M | Buy |
+109,128
| New | +$7.21M | 6.94% | 4 |
|