McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-80,951
| Closed | -$4.76M | – | 246 |
|
|
2022
Q2 | $4.76M | Buy |
80,951
+253
| +0.3% | +$14.9K | 1.22% | 16 |
|
|
2022
Q1 | $5.61M | Buy |
80,698
+79,902
| +10,038% | +$5.55M | 1.22% | 12 |
|
|
2021
Q4 | $59.5K | Sell |
796
-73,849
| -99% | -$5.52M | 0.06% | 106 |
|
|
2021
Q3 | $5.54M | Buy |
74,645
+2,727
| +4% | +$202K | 1.3% | 13 |
|
|
2021
Q2 | $5.38M | Buy |
71,918
+3,492
| +5% | +$261K | 1.27% | 13 |
|
|
2021
Q1 | $4.93M | Sell |
68,426
-51
| -0.1% | -$3.67K | 1.27% | 13 |
|
|
2020
Q4 | $4.73M | Buy |
+68,477
| New | +$4.73M | 1.33% | 12 |
|