Independence Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.48M | Buy |
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2020
Q3 | $4.68M | Buy |
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|
2020
Q2 | $4.18M | Sell |
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|
2020
Q1 | $8.12M | Sell |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $9.8M | Sell |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $9.69M | Buy |
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|
2018
Q4 | $7.45M | Sell |
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|
2018
Q3 | $10.4M | Buy |
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|
2018
Q2 | $10M | Sell |
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|
2018
Q1 | $10.5M | Sell |
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|
2017
Q4 | $10.8M | Buy |
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