Client First Capital’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
Q1 | – | Sell |
-68,549
| Closed | -$4.23M | – | 23 |
|
|
2022
Q4 | $4.23M | Sell |
68,549
-5,433
| -7% | -$335K | 3.31% | 13 |
|
|
2022
Q3 | $3.9M | Sell |
73,982
-28,931
| -28% | -$1.52M | 2.86% | 13 |
|
|
2022
Q2 | $6.06M | Sell |
102,913
-1,197
| -1% | -$70.4K | 4.65% | 11 |
|
|
2022
Q1 | $7.24M | Sell |
104,110
-94,888
| -48% | -$6.6M | 4.87% | 11 |
|
|
2021
Q4 | $14.9M | Buy |
+198,998
| New | +$14.9M | 10.55% | 3 |
|