HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.38M | Buy |
23,496
+390
| +2% | +$23K | 0.93% | 43 |
|
|
2022
Q1 | $1.61M | Buy |
23,106
+2,800
| +14% | +$195K | 0.96% | 40 |
|
|
2021
Q4 | $1.52M | Hold |
20,306
| – | – | 0.84% | 44 |
|
|
2021
Q3 | $1.51M | Hold |
20,306
| – | – | 0.91% | 42 |
|
|
2021
Q2 | $1.52M | Sell |
20,306
-266
| -1% | -$19.9K | 0.89% | 42 |
|
|
2021
Q1 | $1.48M | Sell |
20,572
-2,508
| -11% | -$181K | 0.9% | 39 |
|
|
2020
Q4 | $1.6M | Sell |
23,080
-134
| -0.6% | -$9.26K | 1.02% | 37 |
|
|
2020
Q3 | $1.4M | Hold |
23,214
| – | – | 1% | 37 |
|
|
2020
Q2 | $1.33M | Sell |
23,214
-100
| -0.4% | -$5.72K | 1.04% | 38 |
|
|
2020
Q1 | $1.16M | Sell |
23,314
-1,383
| -6% | -$69K | 1.04% | 38 |
|
|
2019
Q4 | $1.61M | Sell |
24,697
-815
| -3% | -$53.2K | 1.27% | 32 |
|
|
2019
Q3 | $1.56M | Sell |
25,512
-222
| -0.9% | -$13.6K | 1.33% | 32 |
|
|
2019
Q2 | $1.58M | Sell |
25,734
-269
| -1% | -$16.5K | 1.58% | 32 |
|
|
2019
Q1 | $1.58M | Sell |
26,003
-2,232
| -8% | -$136K | 1.66% | 30 |
|
|
2018
Q4 | $1.55M | Buy |
+28,235
| New | +$1.55M | 3.47% | 14 |
|