Elmwood Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-149
| Closed | -$12K | – | 166 |
|
|
2021
Q4 | $12K | Buy |
+149
| New | +$12K | 0.01% | 278 |
|
|
2021
Q2 | $12K | Hold |
149
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $11K | Buy |
+149
| New | +$11K | 0.01% | 246 |
|
|
2020
Q3 | $9K | Hold |
149
| – | – | 0.01% | 190 |
|
|
2020
Q2 | $9K | Buy |
+149
| New | +$9K | 0.01% | 190 |
|
|
2019
Q4 | – | Sell |
-149
| Closed | -$10K | – | 133 |
|
|
2019
Q3 | $10K | Hold |
149
| – | – | 0.01% | 179 |
|
|
2019
Q2 | $10K | Sell |
149
-156
| -51% | -$10.5K | 0.01% | 193 |
|
|
2019
Q1 | $20K | Buy |
305
+156
| +105% | +$10.2K | 0.02% | 155 |
|
|
2018
Q4 | $9K | Buy |
+149
| New | +$9K | 0.01% | 198 |
|