EWA
ERTS Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,550
| Closed | -$427K | – | 86 |
|
|
2019
Q4 | $427K | Sell |
6,550
-2,067
| -24% | -$135K | 0.19% | 51 |
|
|
2019
Q3 | $526K | Sell |
8,617
-76,716
| -90% | -$4.68M | 0.27% | 39 |
|
|
2019
Q2 | $5.24M | Buy |
85,333
+17,188
| +25% | +$1.06M | 2.89% | 9 |
|
|
2019
Q1 | $4.14M | Buy |
68,145
+24,287
| +55% | +$1.48M | 2.46% | 9 |
|
|
2018
Q4 | $2.41M | Buy |
+43,858
| New | +$2.41M | 1.73% | 13 |
|