Eudaimonia Advisors’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
Q1 | $210K | Sell |
2,836
-421
| -13% | -$31.2K | 0.11% | 156 |
|
2023
Q4 | $229K | Buy |
+3,257
| New | +$229K | 0.15% | 140 |
|
2023
Q3 | – | Sell |
-3,208
| Closed | -$217K | – | 144 |
|
2023
Q2 | $217K | Buy |
3,208
+25
| +0.8% | +$1.69K | 0.15% | 139 |
|
2023
Q1 | $213K | Sell |
3,183
-2,015
| -39% | -$135K | 0.14% | 145 |
|
2022
Q4 | $320K | Sell |
5,198
-909
| -15% | -$56K | 0.22% | 105 |
|
2022
Q3 | $322K | Sell |
6,107
-966
| -14% | -$50.9K | 0.22% | 98 |
|
2022
Q2 | $416K | Sell |
7,073
-487
| -6% | -$28.6K | 0.29% | 89 |
|
2022
Q1 | $525K | Sell |
7,560
-352
| -4% | -$24.4K | 0.3% | 91 |
|
2021
Q4 | $591K | Buy |
+7,912
| New | +$591K | 0.35% | 80 |
|