Journey Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,449
| Closed | -$274K | – | 236 |
|
|
2022
Q4 | $274K | Sell |
4,449
-87
| -2% | -$5.36K | 0.07% | 184 |
|
|
2022
Q3 | $239K | Buy |
4,536
+55
| +1% | +$2.9K | 0.06% | 211 |
|
|
2022
Q2 | $278K | Buy |
4,481
+991
| +28% | +$61.5K | 0.06% | 206 |
|
|
2022
Q1 | $243K | Sell |
3,490
-141
| -4% | -$9.82K | 0.06% | 201 |
|
|
2021
Q4 | $271K | Sell |
3,631
-53
| -1% | -$3.96K | 0.07% | 182 |
|
|
2021
Q3 | $274K | Hold |
3,684
| – | – | 0.09% | 171 |
|
|
2021
Q2 | $276K | Hold |
3,684
| – | – | 0.09% | 170 |
|
|
2021
Q1 | $265K | Sell |
3,684
-23
| -0.6% | -$1.65K | 0.09% | 166 |
|
|
2020
Q4 | $256K | Buy |
+3,707
| New | +$256K | 0.1% | 156 |
|