Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-2,121
| Closed | -$165K | – | 839 |
|
|
2024
Q3 | $165K | Sell |
2,121
-7
| -0.3% | -$545 | 0.05% | 279 |
|
|
2024
Q2 | $154K | Buy |
2,128
+15
| +0.7% | +$1.09K | 0.04% | 278 |
|
|
2024
Q1 | $157K | Buy |
2,113
+66
| +3% | +$4.9K | 0.05% | 279 |
|
|
2023
Q4 | $144K | Sell |
2,047
-247
| -11% | -$17.4K | 0.05% | 279 |
|
|
2023
Q3 | $148K | Buy |
+2,294
| New | +$148K | 0.05% | 254 |
|
|
2023
Q1 | $179K | Buy |
+2,682
| New | +$179K | 0.07% | 211 |
|
|
2022
Q4 | – | Sell |
-2,766
| Closed | -$145K | – | 675 |
|
|
2022
Q3 | $145K | Buy |
+2,766
| New | +$145K | 0.06% | 209 |
|