EPIQ Partners’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
Q4 | – | Sell |
-6,692
| Closed | -$522K | – | 78 |
|
|
2024
Q3 | $522K | Buy |
+6,692
| New | +$522K | 0.29% | 52 |
|
|
2021
Q4 | – | Sell |
-18,000
| Closed | -$1.34M | – | 93 |
|
|
2021
Q3 | $1.34M | Sell |
18,000
-12,000
| -40% | -$891K | 0.62% | 51 |
|
|
2021
Q2 | $2.25M | Buy |
+30,000
| New | +$2.25M | 1.13% | 34 |
|