Lighthouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $378K | Sell |
5,256
-1,561
| -23% | -$112K | 0.11% | 85 |
|
|
2020
Q4 | $471K | Sell |
6,817
-460
| -6% | -$31.8K | 0.16% | 80 |
|
|
2020
Q3 | $438K | Sell |
7,277
-204
| -3% | -$12.3K | 0.17% | 72 |
|
|
2020
Q2 | $427K | Buy |
+7,481
| New | +$427K | 0.18% | 70 |
|
|
2020
Q1 | – | Sell |
-1,272
| Closed | -$83K | – | 159 |
|
|
2019
Q4 | $83K | Buy |
+1,272
| New | +$83K | 0.04% | 104 |
|