Integrated Wealth Management’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
Q1 | $357K | Buy |
+6,165
| New | +$357K | 0.12% | 166 |
|
|
2016
Q4 | – | Sell |
-673
| Closed | -$37K | – | 597 |
|
|
2016
Q3 | $37K | Hold |
673
| – | – | 0.01% | 468 |
|
|
2016
Q2 | $35K | Buy |
673
+173
| +35% | +$9K | 0.01% | 474 |
|
|
2016
Q1 | $27K | Sell |
500
-1,770
| -78% | -$95.6K | 0.01% | 488 |
|
|
2015
Q4 | $123K | Buy |
+2,270
| New | +$123K | 0.05% | 255 |
|