LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6.9M | Buy |
119,017
+5,025
| +4% | +$291K | 3.63% | 7 |
|
|
2016
Q4 | $6.11M | Buy |
113,992
+26,805
| +31% | +$1.44M | 3.35% | 6 |
|
|
2016
Q3 | $4.81M | Buy |
87,187
+15,800
| +22% | +$871K | 2.71% | 7 |
|
|
2016
Q2 | $3.7M | Buy |
71,387
+24,960
| +54% | +$1.3M | 2.08% | 9 |
|
|
2016
Q1 | $2.47M | Buy |
46,427
+10,600
| +30% | +$563K | 1.43% | 11 |
|
|
2015
Q4 | $1.95M | Buy |
35,827
+32,177
| +882% | +$1.75M | 1.12% | 12 |
|
|
2015
Q3 | $193K | Buy |
3,650
+2,900
| +387% | +$153K | 0.12% | 108 |
|
|
2015
Q2 | $44K | Buy |
+750
| New | +$44K | 0.03% | 174 |
|