Leelyn Smith’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 | – | Sell |
-3,230
| Closed | -$235K | – | 131 |
|
|
2024
Q2 | $235K | Buy |
3,230
+79
| +3% | +$5.74K | 0.05% | 116 |
|
|
2024
Q1 | $234K | Buy |
+3,151
| New | +$234K | 0.05% | 118 |
|
|
2023
Q1 | – | Sell |
-1,335
| Closed | -$82.3K | – | 251 |
|
|
2022
Q4 | $82.3K | Buy |
1,335
+49
| +4% | +$3.02K | 0.02% | 140 |
|
|
2022
Q3 | $68K | Buy |
+1,286
| New | +$68K | 0.02% | 132 |
|