Greystone Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,229
| Closed | -$213K | – | 51 |
|
|
2017
Q4 | $213K | Sell |
3,229
-936
| -22% | -$61.7K | 0.1% | 50 |
|
|
2017
Q3 | $267K | Hold |
4,165
| – | – | 0.13% | 46 |
|
|
2017
Q2 | $254K | Hold |
4,165
| – | – | 0.12% | 47 |
|
|
2017
Q1 | $241K | Hold |
4,165
| – | – | 0.12% | 50 |
|
|
2016
Q4 | $223K | Hold |
4,165
| – | – | 0.12% | 52 |
|
|
2016
Q3 | $230K | Hold |
4,165
| – | – | 0.12% | 49 |
|
|
2016
Q2 | $216K | Buy |
+4,165
| New | +$216K | 0.1% | 53 |
|