Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3.41K | – | 351 |
|
|
2023
Q2 | $3.41K | Buy |
50
+1
| +2% | +$68 | ﹤0.01% | 469 |
|
|
2023
Q1 | $3.31K | Sell |
49
-70
| -59% | -$4.73K | ﹤0.01% | 471 |
|
|
2022
Q4 | $7.35K | Buy |
119
+1
| +0.8% | +$62 | 0.01% | 361 |
|
|
2022
Q3 | $6K | Sell |
118
-19
| -14% | -$966 | ﹤0.01% | 391 |
|
|
2022
Q2 | $8K | Buy |
137
+3
| +2% | +$175 | 0.01% | 387 |
|
|
2022
Q1 | $9K | Hold |
134
| – | – | 0.01% | 397 |
|
|
2021
Q4 | $10K | Buy |
134
+2
| +2% | +$149 | 0.01% | 417 |
|
|
2021
Q3 | $10K | Hold |
132
| – | – | 0.01% | 422 |
|
|
2021
Q2 | $10K | Sell |
132
-1,821
| -93% | -$138K | 0.01% | 424 |
|
|
2021
Q1 | $141K | Buy |
1,953
+272
| +16% | +$19.6K | 0.09% | 136 |
|
|
2020
Q4 | $116K | Buy |
+1,681
| New | +$116K | 0.08% | 130 |
|