Integrated Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $943K | Buy |
15,135
+821
| +6% | +$51.2K | 0.32% | 86 |
|
|
2016
Q4 | $826K | Buy |
14,314
+1,683
| +13% | +$97.1K | 0.31% | 88 |
|
|
2016
Q3 | $747K | Buy |
12,631
+1,746
| +16% | +$103K | 0.27% | 86 |
|
|
2016
Q2 | $608K | Buy |
10,885
+1,042
| +11% | +$58.2K | 0.23% | 92 |
|
|
2016
Q1 | $563K | Sell |
9,843
-218
| -2% | -$12.5K | 0.24% | 91 |
|
|
2015
Q4 | $591K | Buy |
10,061
+6
| +0.1% | +$352 | 0.25% | 88 |
|
|
2015
Q3 | $576K | Buy |
10,055
+515
| +5% | +$29.5K | 0.25% | 83 |
|
|
2015
Q2 | $606K | Buy |
9,540
+1
| +0% | +$64 | 0.24% | 91 |
|
|
2015
Q1 | $612K | Buy |
+9,539
| New | +$612K | 0.26% | 91 |
|