Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.48M | Buy |
79,270
+1,667
| +2% | +$115K | 12.28% | 5 |
|
|
2020
Q3 | $4.68M | Buy |
77,603
+4,422
| +6% | +$267K | 12.07% | 5 |
|
|
2020
Q2 | $4.18M | Sell |
73,181
-89,540
| -55% | -$5.12M | 10.06% | 4 |
|
|
2020
Q1 | $8.12M | Sell |
162,721
-5,698
| -3% | -$284K | 9.76% | 3 |
|
|
2019
Q4 | $11M | Buy |
168,419
+7,960
| +5% | +$519K | 10.67% | 1 |
|
|
2019
Q3 | $9.8M | Sell |
160,459
-11,399
| -7% | -$696K | 10.34% | 1 |
|
|
2019
Q2 | $10.6M | Buy |
171,858
+12,457
| +8% | +$765K | 10.41% | 1 |
|
|
2019
Q1 | $9.69M | Buy |
159,401
+23,993
| +18% | +$1.46M | 10.45% | 1 |
|
|
2018
Q4 | $7.45M | Sell |
135,408
-26,542
| -16% | -$1.46M | 8.95% | 3 |
|
|
2018
Q3 | $10.4M | Buy |
161,950
+3,957
| +3% | +$254K | 10.51% | 1 |
|
|
2018
Q2 | $10M | Sell |
157,993
-1,596
| -1% | -$101K | 10.4% | 2 |
|
|
2018
Q1 | $10.5M | Sell |
159,589
-4,517
| -3% | -$298K | 9.72% | 1 |
|
|
2017
Q4 | $10.8M | Buy |
+164,106
| New | +$10.8M | 9.92% | 1 |
|