Mangham Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,203
| Closed | -$135K | – | 6 |
|
|
2019
Q2 | $135K | Buy |
2,203
+42
| +2% | +$2.57K | 0.1% | 6 |
|
|
2019
Q1 | $131K | Hold |
2,161
| – | – | 0.1% | 6 |
|
|
2018
Q4 | $119K | Sell |
2,161
-9
| -0.4% | -$496 | 0.11% | 4 |
|
|
2018
Q3 | $139K | Hold |
2,170
| – | – | 0.11% | 4 |
|
|
2018
Q2 | $138K | Sell |
2,170
-1,171
| -35% | -$74.5K | 0.12% | 4 |
|
|
2018
Q1 | $220K | Hold |
3,341
| – | – | 0.19% | 5 |
|
|
2017
Q4 | $221K | Buy |
+3,341
| New | +$221K | 0.19% | 6 |
|