Crestmont Private Wealth’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
2022
Q3
Sell
-84,256
Closed -$4.96M 25
2022
Q2
$4.96M Buy
84,256
+15,741
+23% +$926K 4.91% 7
2022
Q1
$4.76M Buy
68,515
+8,974
+15% +$624K 4.52% 6
2021
Q4
$4.44M Buy
+59,541
New +$4.44M 4.21% 6