Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.08M | Buy |
94,461
+5,501
| +6% | +$412K | 1.87% | 12 |
|
|
2021
Q1 | $6.42M | Buy |
88,960
+7,201
| +9% | +$519K | 1.87% | 12 |
|
|
2020
Q4 | $5.65M | Buy |
81,759
+7,086
| +9% | +$489K | 1.73% | 12 |
|
|
2020
Q3 | $4.5M | Buy |
74,673
+8,406
| +13% | +$507K | 1.61% | 10 |
|
|
2020
Q2 | $3.79M | Buy |
66,267
+12,552
| +23% | +$718K | 1.44% | 10 |
|
|
2020
Q1 | $2.67M | Buy |
+53,715
| New | +$2.67M | 1.12% | 11 |
|