Johanson Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $402K | Buy |
+5,379
| New | +$402K | 0.12% | 96 |
|
|
2020
Q1 | – | Sell |
-137,796
| Closed | -$2.11M | – | 161 |
|
|
2019
Q4 | $2.11M | Buy |
+137,796
| New | +$2.11M | 0.1% | 100 |
|
|
2019
Q2 | – | Sell |
-3,608
| Closed | -$219K | – | 101 |
|
|
2019
Q1 | $219K | Sell |
3,608
-636
| -15% | -$38.6K | 0.12% | 94 |
|
|
2018
Q4 | $234K | Sell |
4,244
-5,896
| -58% | -$325K | 0.16% | 81 |
|
|
2018
Q3 | $651K | Sell |
10,140
-1,216
| -11% | -$78.1K | 0.38% | 55 |
|
|
2018
Q2 | $721K | Buy |
11,356
+1,319
| +13% | +$83.7K | 0.46% | 48 |
|
|
2018
Q1 | $660K | Buy |
10,037
+1,435
| +17% | +$94.4K | 0.44% | 48 |
|
|
2017
Q4 | $566K | Buy |
8,602
+4,393
| +104% | +$289K | 0.37% | 52 |
|
|
2017
Q3 | $268K | Buy |
+4,209
| New | +$268K | 0.2% | 74 |
|