Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $584K | Sell |
9,585
-1,725
| -15% | -$105K | 0.24% | 137 |
|
|
2017
Q1 | $655K | Buy |
11,310
+4,745
| +72% | +$275K | 0.23% | 152 |
|
|
2016
Q4 | $352K | Buy |
+6,565
| New | +$352K | 0.12% | 248 |
|
|
2014
Q4 | – | Sell |
-7,040
| Closed | -$410K | – | 887 |
|
|
2014
Q3 | $410K | Sell |
7,040
-640
| -8% | -$37.3K | 0.11% | 290 |
|
|
2014
Q2 | $478K | Sell |
7,680
-110
| -1% | -$6.85K | 0.13% | 245 |
|
|
2014
Q1 | $475K | Buy |
+7,790
| New | +$475K | 0.15% | 243 |
|