IPC
Independent Portfolio Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2K | Sell |
38
-7,928
| -100% | -$417K | ﹤0.01% | 774 |
|
|
2017
Q1 | $496K | Sell |
7,966
-14,523
| -65% | -$904K | 0.17% | 209 |
|
|
2016
Q4 | $1.3M | Buy |
22,489
+13,386
| +147% | +$773K | 0.43% | 52 |
|
|
2016
Q3 | $538K | Sell |
9,103
-2,310
| -20% | -$137K | 0.17% | 218 |
|
|
2016
Q2 | $637K | Sell |
11,413
-595
| -5% | -$33.2K | 0.2% | 175 |
|
|
2016
Q1 | $686K | Sell |
12,008
-10,476
| -47% | -$598K | 0.19% | 158 |
|
|
2015
Q4 | $1.32M | Sell |
22,484
-11,885
| -35% | -$698K | 0.39% | 78 |
|
|
2015
Q3 | $1.97M | Buy |
34,369
+1,010
| +3% | +$57.9K | 0.43% | 73 |
|
|
2015
Q2 | $2.12M | Buy |
33,359
+4,770
| +17% | +$303K | 0.42% | 63 |
|
|
2015
Q1 | $1.84M | Sell |
28,589
-51,147
| -64% | -$3.28M | 0.38% | 90 |
|
|
2014
Q4 | $4.85M | Buy |
79,736
+68,132
| +587% | +$4.15M | 0.98% | 5 |
|
|
2014
Q3 | $744K | Sell |
11,604
-2,302
| -17% | -$148K | 0.2% | 137 |
|
|
2014
Q2 | $951K | Sell |
13,906
-2,915
| -17% | -$199K | 0.27% | 92 |
|
|
2014
Q1 | $1.13M | Buy |
+16,821
| New | +$1.13M | 0.36% | 71 |
|