Kowal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.53M | Buy |
83,697
+16,029
| +24% | +$1.25M | 1.2% | 15 |
|
|
2024
Q2 | $4.92M | Buy |
67,668
+13,747
| +25% | +$999K | 0.98% | 16 |
|
|
2024
Q1 | $4M | Buy |
53,921
+6,846
| +15% | +$508K | 0.86% | 14 |
|
|
2023
Q4 | $3.31M | Buy |
47,075
+5,081
| +12% | +$357K | 0.77% | 18 |
|
|
2023
Q3 | $2.7M | Buy |
41,994
+607
| +1% | +$39.1K | 0.73% | 18 |
|
|
2023
Q2 | $2.79M | Buy |
41,387
+20,882
| +102% | +$1.41M | 0.75% | 18 |
|
|
2023
Q1 | $1.37M | Buy |
20,505
+5,244
| +34% | +$351K | 0.39% | 34 |
|
|
2022
Q4 | $941K | Buy |
15,261
+40
| +0.3% | +$2.47K | 0.28% | 48 |
|
|
2022
Q3 | $802K | Buy |
15,221
+3,387
| +29% | +$178K | 0.27% | 47 |
|
|
2022
Q2 | $696K | Buy |
11,834
+132
| +1% | +$7.76K | 0.23% | 50 |
|
|
2022
Q1 | $813K | Buy |
11,702
+3,785
| +48% | +$263K | 0.25% | 43 |
|
|
2021
Q4 | $591K | Buy |
7,917
+1,098
| +16% | +$82K | 0.18% | 46 |
|
|
2021
Q3 | $506K | Sell |
6,819
-596
| -8% | -$44.2K | 0.16% | 46 |
|
|
2021
Q2 | $555K | Sell |
7,415
-333
| -4% | -$24.9K | 0.2% | 44 |
|
|
2021
Q1 | $558K | Buy |
7,748
+2,245
| +41% | +$162K | 0.23% | 42 |
|
|
2020
Q4 | $391K | Buy |
+5,503
| New | +$391K | 0.18% | 53 |
|