Maxim Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.25M | Buy |
20,734
+2,078
| +11% | +$125K | 1.12% | 16 |
|
|
2020
Q1 | $931K | Sell |
18,656
-3,254
| -15% | -$162K | 0.97% | 19 |
|
|
2019
Q4 | $1.21M | Buy |
21,910
+1,717
| +9% | +$94.4K | 1.24% | 17 |
|
|
2019
Q3 | $1.23M | Buy |
20,193
+262
| +1% | +$16K | 1.11% | 17 |
|
|
2019
Q2 | $1.22M | Sell |
19,931
-3,019
| -13% | -$185K | 1.15% | 17 |
|
|
2019
Q1 | $1.4M | Buy |
22,950
+1,040
| +5% | +$63.2K | 1.3% | 17 |
|
|
2018
Q4 | $1.21M | Buy |
+21,910
| New | +$1.21M | 1.24% | 17 |
|