Level Financial Advisors’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
Q1 | – | Sell |
-652
| Closed | -$45.9K | – | 157 |
|
|
2023
Q4 | $45.9K | Hold |
652
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $42K | Hold |
652
| – | – | 0.02% | 115 |
|
|
2023
Q2 | $44K | Hold |
652
| – | – | 0.02% | 115 |
|
|
2023
Q1 | $43.6K | Hold |
652
| – | – | 0.03% | 102 |
|
|
2022
Q4 | $40K | Hold |
652
| – | – | 0.03% | 105 |
|
|
2022
Q3 | $34K | Hold |
652
| – | – | 0.03% | 114 |
|
|
2022
Q2 | $38K | Hold |
652
| – | – | 0.03% | 121 |
|
|
2022
Q1 | $45K | Sell |
652
-1,275
| -66% | -$88K | 0.03% | 95 |
|
|
2021
Q4 | $144K | Buy |
+1,927
| New | +$144K | 0.11% | 53 |
|