IPG Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,722
| Closed | -$280K | – | 181 |
|
|
2023
Q4 | $280K | Buy |
+3,722
| New | +$280K | 0.06% | 149 |
|
|
2018
Q4 | – | Sell |
-10,485
| Closed | -$713K | – | 155 |
|
|
2018
Q3 | $713K | Hold |
10,485
| – | – | 0.23% | 65 |
|
|
2018
Q2 | $702K | Hold |
10,485
| – | – | 0.25% | 63 |
|
|
2018
Q1 | $731K | Buy |
10,485
+75
| +0.7% | +$5.23K | 0.24% | 60 |
|
|
2017
Q4 | $732K | Buy |
10,410
+75
| +0.7% | +$5.27K | 0.3% | 49 |
|
|
2017
Q3 | $708K | Buy |
+10,335
| New | +$708K | 0.24% | 58 |
|