Epic Trust Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $246K | Buy |
3,381
+1
| +0% | +$73 | 0.27% | 96 |
|
|
2024
Q1 | $251K | Sell |
3,380
-1,248
| -27% | -$92.6K | 0.31% | 89 |
|
|
2023
Q4 | $326K | Sell |
4,628
-1,463
| -24% | -$103K | 0.44% | 66 |
|
|
2023
Q3 | $392K | Buy |
6,091
+515
| +9% | +$33.1K | 0.62% | 45 |
|
|
2023
Q2 | $376K | Buy |
5,576
+1,079
| +24% | +$72.8K | 0.53% | 50 |
|
|
2023
Q1 | $301K | Buy |
+4,497
| New | +$301K | 0.37% | 74 |
|