Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.85M | Buy |
78,836
+8,047
| +11% | +$598K | 0.39% | 54 |
|
|
2021
Q2 | $5.3M | Sell |
70,789
-60,007
| -46% | -$4.49M | 0.36% | 59 |
|
|
2021
Q1 | $9.42M | Sell |
130,796
-26,585
| -17% | -$1.92M | 0.69% | 23 |
|
|
2020
Q4 | $10.9M | Buy |
157,381
+77,565
| +97% | +$5.36M | 0.83% | 21 |
|
|
2020
Q3 | $5.14M | Sell |
79,816
-2,801
| -3% | -$180K | 0.45% | 42 |
|
|
2020
Q2 | $4.72M | Sell |
82,617
-49,531
| -37% | -$2.83M | 0.45% | 42 |
|
|
2020
Q1 | $6.59M | Buy |
132,148
+21,757
| +20% | +$1.09M | 0.76% | 22 |
|
|
2019
Q4 | $7.2M | Buy |
110,391
+33,677
| +44% | +$2.2M | 0.67% | 25 |
|
|
2019
Q3 | $4.69M | Sell |
76,714
-2,916
| -4% | -$178K | 0.5% | 41 |
|
|
2019
Q2 | $4.89M | Sell |
79,630
-156,232
| -66% | -$9.59M | 0.51% | 37 |
|
|
2019
Q1 | $14.3M | Buy |
235,862
+114,062
| +94% | +$6.93M | 1.56% | 7 |
|
|
2018
Q4 | $6.7M | Buy |
+121,800
| New | +$6.7M | 0.83% | 21 |
|