Fortitude Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,850
| Closed | -$200K | – | 209 |
|
|
2024
Q4 | $200K | Hold |
2,850
| – | – | 0.12% | 179 |
|
|
2024
Q3 | $222K | Hold |
2,850
| – | – | 0.14% | 174 |
|
|
2024
Q2 | $207K | Hold |
2,850
| – | – | 0.12% | 176 |
|
|
2024
Q1 | $212K | Hold |
2,850
| – | – | 0.12% | 184 |
|
|
2023
Q4 | $200K | Buy |
+2,850
| New | +$200K | 0.12% | 195 |
|
|
2022
Q2 | – | Sell |
-187
| Closed | -$13K | – | 686 |
|
|
2022
Q1 | $13K | Buy |
187
+51
| +38% | +$3.55K | 0.01% | 940 |
|
|
2021
Q4 | $10K | Buy |
+136
| New | +$10K | 0.01% | 1027 |
|