Greenwood Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60,561
| Closed | -$4.26M | – | 260 |
|
|
2023
Q4 | $4.26M | Buy |
60,561
+18,536
| +44% | +$1.3M | 0.55% | 64 |
|
|
2023
Q3 | $2.7M | Sell |
42,025
-20,303
| -33% | -$1.31M | 0.39% | 77 |
|
|
2023
Q2 | $4.21M | Buy |
62,328
+51,745
| +489% | +$3.49M | 0.59% | 58 |
|
|
2023
Q1 | $707K | Buy |
10,583
+3,885
| +58% | +$260K | 0.1% | 160 |
|
|
2022
Q4 | $413K | Buy |
+6,698
| New | +$413K | 0.07% | 180 |
|
|
2018
Q4 | – | Sell |
-276,569
| Closed | -$17.7M | – | 188 |
|
|
2018
Q3 | $17.7M | Buy |
276,569
+184,359
| +200% | +$11.8M | 3.86% | 1 |
|
|
2018
Q2 | $5.84M | Buy |
+92,210
| New | +$5.84M | 1.35% | 30 |
|