Estate Counselors’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 | – | Sell |
-4,410
| Closed | -$327K | – | 116 |
|
|
2024
Q1 | $327K | Hold |
4,410
| – | – | 0.04% | 104 |
|
|
2023
Q4 | $310K | Sell |
4,410
-3,220
| -42% | -$227K | 0.04% | 110 |
|
|
2023
Q3 | $491K | Sell |
7,630
-11,570
| -60% | -$745K | 0.07% | 111 |
|
|
2023
Q2 | $1.3M | Sell |
19,200
-65,525
| -77% | -$4.42M | 0.16% | 87 |
|
|
2023
Q1 | $5.66M | Sell |
84,725
-87,320
| -51% | -$5.84M | 0.75% | 32 |
|
|
2022
Q4 | $10.6M | Buy |
+172,045
| New | +$10.6M | 1.48% | 18 |
|