Holistic Financial Partners’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
Q2
Sell
-362
Closed -$24K 190
2018
Q1
$24K Sell
362
-100
-22% -$6.63K 0.02% 261
2017
Q4
$31K Buy
+462
New +$31K 0.03% 249