Financial Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,804
| Closed | -$224K | – | 83 |
|
|
2022
Q2 | $224K | Buy |
3,804
+581
| +18% | +$34.2K | 0.09% | 81 |
|
|
2022
Q1 | $224K | Buy |
3,223
+270
| +9% | +$18.8K | 0.09% | 83 |
|
|
2021
Q4 | $220K | Buy |
2,953
+134
| +5% | +$9.98K | 0.09% | 74 |
|
|
2021
Q3 | $209K | Buy |
2,819
+103
| +4% | +$7.64K | 0.09% | 70 |
|
|
2021
Q2 | $203K | Buy |
+2,716
| New | +$203K | 0.09% | 71 |
|