CW
Connectus Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,520
| Closed | -$388K | – | 423 |
|
|
2023
Q4 | $388K | Buy |
5,520
+169
| +3% | +$11.9K | 0.01% | 429 |
|
|
2023
Q3 | $344K | Buy |
5,351
+12
| +0.2% | +$772 | 0.01% | 423 |
|
|
2023
Q2 | $361K | Buy |
5,339
+297
| +6% | +$20.1K | 0.01% | 378 |
|
|
2023
Q1 | $337K | Buy |
5,042
+176
| +4% | +$11.8K | 0.01% | 373 |
|
|
2022
Q4 | $300K | Buy |
4,866
+15
| +0.3% | +$925 | 0.01% | 383 |
|
|
2022
Q3 | $256K | Sell |
4,851
-310
| -6% | -$16.4K | 0.01% | 459 |
|
|
2022
Q2 | $304K | Sell |
5,161
-977
| -16% | -$57.5K | 0.01% | 380 |
|
|
2022
Q1 | $458K | Buy |
+6,138
| New | +$458K | 0.01% | 313 |
|