Executive Wealth Management’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
Q3 | – | Sell |
-81,403
| Closed | -$5.91M | – | 265 |
|
|
2024
Q2 | $5.91M | Buy |
+81,403
| New | +$5.91M | 1.08% | 31 |
|
|
2023
Q3 | – | Sell |
-94,426
| Closed | -$6.37M | – | 204 |
|
|
2023
Q2 | $6.37M | Buy |
94,426
+4
| +0% | +$270 | 0.66% | 54 |
|
|
2023
Q1 | $6.31M | Sell |
94,422
-3,182
| -3% | -$213K | 0.7% | 44 |
|
|
2022
Q4 | $6.02M | Buy |
+97,604
| New | +$6.02M | 0.74% | 45 |
|
|
2019
Q3 | – | Sell |
-2,371
| Closed | -$146K | – | 427 |
|
|
2019
Q2 | $146K | Sell |
2,371
-568
| -19% | -$35K | 0.02% | 184 |
|
|
2019
Q1 | $179K | Sell |
2,939
-8,936
| -75% | -$544K | 0.03% | 154 |
|
|
2018
Q4 | $653K | Buy |
+11,875
| New | +$653K | 0.12% | 90 |
|