Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $28.6K | Sell |
394
-26
| -6% | -$1.89K | 0.01% | 497 |
|
|
2024
Q1 | $31.2K | Hold |
420
| – | – | 0.01% | 483 |
|
|
2023
Q4 | $29.5K | Hold |
420
| – | – | 0.01% | 494 |
|
|
2023
Q3 | $27K | Buy |
420
+76
| +22% | +$4.89K | 0.01% | 476 |
|
|
2023
Q2 | $23.2K | Hold |
344
| – | – | 0.01% | 444 |
|
|
2023
Q1 | $23.5K | Buy |
344
+56
| +19% | +$3.83K | 0.01% | 426 |
|
|
2022
Q4 | $19K | Buy |
288
+29
| +11% | +$1.91K | 0.01% | 468 |
|
|
2022
Q3 | $14K | Hold |
259
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $16K | Hold |
259
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $18K | Sell |
259
-28
| -10% | -$1.95K | 0.01% | 473 |
|
|
2021
Q4 | $21K | Buy |
287
+116
| +68% | +$8.49K | 0.01% | 471 |
|
|
2021
Q3 | $13K | Buy |
171
+119
| +229% | +$9.05K | ﹤0.01% | 532 |
|
|
2021
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 675 |
|
|
2020
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 624 |
|
|
2020
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 443 |
|
|
2020
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 242 |
|
|
2020
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 128 |
|
|
2019
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 136 |
|
|
2019
Q3 | $3K | Sell |
52
-111
| -68% | -$6.4K | ﹤0.01% | 134 |
|
|
2019
Q2 | $10K | Buy |
+163
| New | +$10K | ﹤0.01% | 140 |
|