GIA
Goodwin Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-294
| Closed | -$20.7K | – | 56 |
|
|
2023
Q4 | $20.7K | Sell |
294
-1,072
| -78% | -$75.4K | 0.01% | 53 |
|
|
2023
Q3 | $87.9K | Sell |
1,366
-116
| -8% | -$7.47K | 0.05% | 57 |
|
|
2023
Q2 | $100K | Sell |
1,482
-14
| -0.9% | -$945 | 0.06% | 53 |
|
|
2023
Q1 | $100K | Sell |
1,496
-492
| -25% | -$32.9K | 0.07% | 55 |
|
|
2022
Q4 | $123K | Buy |
1,988
+548
| +38% | +$33.8K | 0.09% | 54 |
|
|
2022
Q3 | $76K | Sell |
1,440
-2,644
| -65% | -$140K | 0.06% | 69 |
|
|
2022
Q2 | $240K | Sell |
4,084
-884
| -18% | -$52K | 0.19% | 37 |
|
|
2022
Q1 | $348K | Sell |
4,968
-2,842
| -36% | -$199K | 0.24% | 33 |
|
|
2021
Q4 | $582K | Sell |
7,810
-175
| -2% | -$13K | 0.44% | 22 |
|
|
2021
Q3 | $594K | Buy |
7,985
+2,461
| +45% | +$183K | 0.58% | 19 |
|
|
2021
Q2 | $414K | Sell |
5,524
-435
| -7% | -$32.6K | 0.45% | 16 |
|
|
2021
Q1 | $427K | Sell |
5,959
-104
| -2% | -$7.45K | 0.5% | 18 |
|
|
2020
Q4 | $419K | Buy |
+6,063
| New | +$419K | 0.51% | 18 |
|