Coury Firm Asset Management’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 | $556K | Sell |
8,634
-1,525
| -15% | -$98.1K | 0.89% | 15 |
|
|
2023
Q2 | $686K | Buy |
10,159
+2,690
| +36% | +$182K | 0.99% | 18 |
|
|
2023
Q1 | $499K | Hold |
7,469
| – | – | 0.7% | 25 |
|
|
2022
Q4 | $460K | Buy |
7,469
+39
| +0.5% | +$2.4K | 0.68% | 24 |
|
|
2022
Q3 | $391K | Hold |
7,430
| – | – | 0.59% | 24 |
|
|
2022
Q2 | $437K | Buy |
7,430
+162
| +2% | +$9.53K | 0.58% | 24 |
|
|
2022
Q1 | $505K | Sell |
7,268
-202
| -3% | -$14K | 0.44% | 29 |
|
|
2021
Q4 | $558K | Buy |
+7,470
| New | +$558K | 0.42% | 34 |
|