Emerson 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
Q2 | $126K | Hold |
2,143
| – | – | 0.08% | 24 |
|
|
2022
Q1 | $149K | Sell |
2,143
-208
| -9% | -$14.5K | 0.08% | 23 |
|
|
2021
Q4 | $175K | Sell |
2,351
-288
| -11% | -$21.4K | 0.09% | 23 |
|
|
2021
Q3 | $196K | Buy |
2,639
+42
| +2% | +$3.12K | 0.11% | 22 |
|
|
2021
Q2 | $194K | Sell |
2,597
-1,200
| -32% | -$89.6K | 0.11% | 22 |
|
|
2021
Q1 | $274K | Sell |
3,797
-191
| -5% | -$13.8K | 0.16% | 20 |
|
|
2020
Q4 | $276K | Buy |
3,988
+28
| +0.7% | +$1.94K | 0.16% | 22 |
|
|
2020
Q3 | $239K | Sell |
3,960
-33
| -0.8% | -$1.99K | 0.16% | 21 |
|
|
2020
Q2 | $228K | Sell |
3,993
-178
| -4% | -$10.2K | 0.16% | 21 |
|
|
2020
Q1 | $208K | Sell |
4,171
-96,492
| -96% | -$4.81M | 0.18% | 22 |
|
|
2019
Q4 | $6.57M | Sell |
100,663
-53
| -0.1% | -$3.46K | 4.43% | 5 |
|
|
2019
Q3 | $6.15M | Buy |
100,716
+102
| +0.1% | +$6.23K | 4.54% | 5 |
|
|
2019
Q2 | $6.18M | Buy |
100,614
+439
| +0.4% | +$27K | 4.55% | 5 |
|
|
2019
Q1 | $6.09M | Sell |
100,175
-13,695
| -12% | -$832K | 4.65% | 5 |
|
|
2018
Q4 | $6.26M | Buy |
+113,870
| New | +$6.26M | 6.04% | 5 |
|