Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $879K | Sell |
13,666
-20
| -0.1% | -$1.29K | 0.18% | 98 |
|
|
2023
Q2 | $924K | Sell |
13,686
-91
| -0.7% | -$6.14K | 0.19% | 96 |
|
|
2023
Q1 | $921K | Sell |
13,777
-359
| -3% | -$24K | 0.2% | 93 |
|
|
2022
Q4 | $871K | Buy |
14,136
+7,332
| +108% | +$452K | 0.2% | 92 |
|
|
2022
Q3 | $358K | Sell |
6,804
-7,201
| -51% | -$379K | 0.09% | 121 |
|
|
2022
Q2 | $824K | Sell |
14,005
-1,005
| -7% | -$59.1K | 0.2% | 95 |
|
|
2022
Q1 | $1.04M | Buy |
15,010
+8,962
| +148% | +$623K | 0.22% | 90 |
|
|
2021
Q4 | $451K | Buy |
+6,048
| New | +$451K | 0.09% | 112 |
|