Gupta Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $565K | Sell |
9,879
-52
| -0.5% | -$2.97K | 0.13% | 135 |
|
|
2015
Q4 | $583K | Buy |
9,931
+2,680
| +37% | +$157K | 0.15% | 126 |
|
|
2015
Q3 | $416K | Buy |
7,251
+2,533
| +54% | +$145K | 0.1% | 156 |
|
|
2015
Q2 | $300K | Buy |
4,718
+203
| +4% | +$12.9K | 0.07% | 199 |
|
|
2015
Q1 | $290K | Buy |
+4,515
| New | +$290K | 0.09% | 178 |
|