Lantz Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,620
| Closed | -$669K | – | 181 |
|
|
2022
Q1 | $669K | Sell |
9,620
-28
| -0.3% | -$1.95K | 0.27% | 89 |
|
|
2021
Q4 | $720K | Buy |
9,648
+130
| +1% | +$9.7K | 0.33% | 78 |
|
|
2021
Q3 | $707K | Sell |
9,518
-277
| -3% | -$20.6K | 0.36% | 73 |
|
|
2021
Q2 | $733K | Buy |
9,795
+104
| +1% | +$7.78K | 0.38% | 71 |
|
|
2021
Q1 | $698K | Sell |
9,691
-742
| -7% | -$53.4K | 0.4% | 61 |
|
|
2020
Q4 | $721K | Buy |
10,433
+87
| +0.8% | +$6.01K | 0.45% | 60 |
|
|
2020
Q3 | $624K | Buy |
10,346
+38
| +0.4% | +$2.29K | 0.42% | 65 |
|
|
2020
Q2 | $591K | Buy |
10,308
+561
| +6% | +$32.2K | 0.43% | 64 |
|
|
2020
Q1 | $486K | Buy |
9,747
+1,059
| +12% | +$52.8K | 0.38% | 68 |
|
|
2019
Q4 | $567K | Buy |
+8,688
| New | +$567K | 0.34% | 73 |
|