Gupta Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $40K | Buy |
756
+166
| +28% | +$8.78K | 0.01% | 474 |
|
|
2015
Q4 | $32K | Sell |
590
-18,706
| -97% | -$1.01M | 0.01% | 540 |
|
|
2015
Q3 | $1.02M | Buy |
19,296
+4,001
| +26% | +$211K | 0.25% | 88 |
|
|
2015
Q2 | $892K | Buy |
15,295
+8,345
| +120% | +$487K | 0.22% | 97 |
|
|
2015
Q1 | $407K | Buy |
+6,950
| New | +$407K | 0.12% | 148 |
|