ERTS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,598
| Closed | -$805K | – | 83 |
|
|
2019
Q4 | $805K | Sell |
11,598
-976
| -8% | -$67.7K | 0.36% | 28 |
|
|
2019
Q3 | $820K | Sell |
12,574
-801
| -6% | -$52.2K | 0.41% | 28 |
|
|
2019
Q2 | $879K | Buy |
13,375
+706
| +6% | +$46.4K | 0.49% | 29 |
|
|
2019
Q1 | $822K | Sell |
12,669
-326
| -3% | -$21.2K | 0.49% | 29 |
|
|
2018
Q4 | $764K | Buy |
+12,995
| New | +$764K | 0.55% | 29 |
|