Evolution Wealth 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
2021
Q4
Sell
-201
Closed -$15K 377
2021
Q3
$15K Buy
+201
New +$15K ﹤0.01% 353
2020
Q1
Sell
-4,093
Closed -$267K 469
2019
Q4
$267K Buy
+4,093
New +$267K 0.07% 63