Emerson Wealth’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
Q2 | $1.27M | Buy |
112,194
+1,496
| +1% | +$16.9K | 0.83% | 10 |
|
|
2022
Q1 | $1.45M | Buy |
110,698
+2,525
| +2% | +$33K | 0.8% | 10 |
|
|
2021
Q4 | $1.52M | Sell |
108,173
-4,797
| -4% | -$67.4K | 0.79% | 11 |
|
|
2021
Q3 | $1.55M | Buy |
112,970
+3,156
| +3% | +$43.3K | 0.86% | 9 |
|
|
2021
Q2 | $1.52M | Buy |
109,814
+2,177
| +2% | +$30.2K | 0.84% | 10 |
|
|
2021
Q1 | $1.42M | Sell |
107,637
-94
| -0.1% | -$1.24K | 0.84% | 10 |
|
|
2020
Q4 | $1.36M | Buy |
107,731
+712
| +0.7% | +$9K | 0.8% | 11 |
|
|
2020
Q3 | $1.17M | Sell |
107,019
-5,735
| -5% | -$62.7K | 0.79% | 11 |
|
|
2020
Q2 | $1.17M | Sell |
112,754
-3,415
| -3% | -$35.4K | 0.83% | 10 |
|
|
2020
Q1 | $1.04M | Sell |
116,169
-215
| -0.2% | -$1.93K | 0.92% | 11 |
|
|
2019
Q4 | $1.36M | Buy |
116,384
+1,691
| +1% | +$19.8K | 0.92% | 11 |
|
|
2019
Q3 | $1.24M | Sell |
114,693
-4,812
| -4% | -$52.1K | 0.92% | 11 |
|
|
2019
Q2 | $1.3M | Buy |
+119,505
| New | +$1.3M | 0.96% | 11 |
|