Freedman Financial Associates’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
Q2 | – | Sell |
-5,200
| Closed | -$366K | – | 199 |
|
|
2022
Q1 | $366K | Buy |
5,200
+1,195
| +30% | +$84.1K | 0.25% | 48 |
|
|
2021
Q4 | $299K | Buy |
4,005
+600
| +18% | +$44.8K | 0.2% | 50 |
|
|
2021
Q3 | $253K | Hold |
3,405
| – | – | 0.18% | 52 |
|
|
2021
Q2 | $255K | Buy |
3,405
+980
| +40% | +$73.4K | 0.19% | 52 |
|
|
2021
Q1 | $175K | Buy |
2,425
+150
| +7% | +$10.8K | 0.14% | 65 |
|
|
2020
Q4 | $157K | Buy |
+2,275
| New | +$157K | 0.14% | 67 |
|