First Personal Financial Services’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 | $51.9K | Hold |
665
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $48.3K | Hold |
665
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $49.4K | Hold |
665
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $46.8K | Hold |
665
| – | – | 0.01% | 208 |
|
|
2023
Q3 | $42.8K | Hold |
665
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $44.9K | Hold |
665
| – | – | 0.01% | 213 |
|
|
2023
Q1 | $44.5K | Hold |
665
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $41K | Sell |
665
-507
| -43% | -$31.3K | 0.01% | 226 |
|
|
2022
Q3 | $62K | Buy |
1,172
+507
| +76% | +$26.8K | 0.02% | 175 |
|
|
2022
Q2 | $39K | Hold |
665
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $46K | Hold |
665
| – | – | 0.01% | 198 |
|
|
2021
Q4 | $50K | Sell |
665
-742
| -53% | -$55.8K | 0.01% | 194 |
|
|
2021
Q3 | $104K | Hold |
1,407
| – | – | 0.03% | 149 |
|
|
2021
Q2 | $105K | Hold |
1,407
| – | – | 0.03% | 148 |
|
|
2021
Q1 | $101K | Hold |
1,407
| – | – | 0.03% | 145 |
|
|
2020
Q4 | $97K | Hold |
1,407
| – | – | 0.03% | 146 |
|
|
2020
Q3 | $85K | Hold |
1,407
| – | – | 0.03% | 153 |
|
|
2020
Q2 | $80K | Hold |
1,407
| – | – | 0.03% | 157 |
|
|
2020
Q1 | $70K | Hold |
1,407
| – | – | 0.03% | 160 |
|
|
2019
Q4 | $92K | Sell |
1,407
-569
| -29% | -$37.2K | 0.03% | 158 |
|
|
2019
Q3 | $121K | Hold |
1,976
| – | – | 0.04% | 164 |
|
|
2019
Q2 | $121K | Hold |
1,976
| – | – | 0.03% | 198 |
|
|
2019
Q1 | $120K | Buy |
1,976
+1,429
| +261% | +$86.8K | 0.04% | 190 |
|
|
2018
Q4 | $30K | Sell |
547
-285
| -34% | -$15.6K | 0.01% | 327 |
|
|
2018
Q3 | $53K | Buy |
832
+285
| +52% | +$18.2K | 0.02% | 275 |
|
|
2018
Q2 | $35K | Sell |
547
-128,620
| -100% | -$8.23M | 0.01% | 326 |
|
|
2018
Q1 | $8.51M | Buy |
129,167
+1,176
| +0.9% | +$77.5K | 1.87% | 5 |
|
|
2017
Q4 | $8.46M | Buy |
127,991
+547
| +0.4% | +$36.2K | 1.65% | 9 |
|
|
2017
Q3 | $8.18M | Hold |
127,444
| – | – | 1.72% | 7 |
|
|
2017
Q2 | $7.76M | Buy |
+127,444
| New | +$7.76M | 1.7% | 7 |
|