Heritage Wealth Management (Arizona)’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
Q2 | $3.82M | Sell |
52,529
-5,788
| -10% | -$420K | 2.12% | 8 |
|
|
2024
Q1 | $4.33M | Buy |
58,317
+6,054
| +12% | +$449K | 2.2% | 9 |
|
|
2023
Q4 | $3.68M | Buy |
+52,263
| New | +$3.68M | 1.99% | 9 |
|
|
2022
Q4 | $12.6M | Buy |
204,806
+106,747
| +109% | +$6.58M | 1.8% | 10 |
|
|
2022
Q3 | $5.17M | Buy |
98,059
+11,784
| +14% | +$621K | 1.66% | 11 |
|
|
2022
Q2 | $5.08M | Sell |
86,275
-1,870
| -2% | -$110K | 1.69% | 10 |
|
|
2022
Q1 | $6.13M | Buy |
+88,145
| New | +$6.13M | 1.66% | 10 |
|
|
2021
Q3 | $4.2M | Buy |
56,536
+19,207
| +51% | +$1.43M | 1.49% | 10 |
|
|
2021
Q2 | $2.79M | Buy |
37,329
+26,904
| +258% | +$2.01M | 1.06% | 17 |
|
|
2021
Q1 | $751K | Buy |
+10,425
| New | +$751K | 0.42% | 56 |
|