Family Asset 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 | $9.51M | Sell |
121,874
-10,966
| -8% | -$856K | 5.72% | 3 |
|
|
2024
Q2 | $9.65M | Sell |
132,840
-16
| -0% | -$1.16K | 6.21% | 2 |
|
|
2024
Q1 | $9.86M | Buy |
132,856
+2,737
| +2% | +$203K | 6.16% | 2 |
|
|
2023
Q4 | $9.15M | Buy |
130,119
+18,591
| +17% | +$1.31M | 6.11% | 2 |
|
|
2023
Q3 | $7.18M | Buy |
111,528
+13,611
| +14% | +$876K | 5.29% | 3 |
|
|
2023
Q2 | $6.61M | Buy |
97,917
+6,219
| +7% | +$420K | 4.46% | 3 |
|
|
2023
Q1 | $6.13M | Buy |
91,698
+23,620
| +35% | +$1.58M | 4.48% | 3 |
|
|
2022
Q4 | $4.2M | Buy |
+68,078
| New | +$4.2M | 3.49% | 8 |
|