MinichMacGregor Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,649
| Closed | -$590K | – | 85 |
|
|
2020
Q1 | $590K | Buy |
+11,649
| New | +$590K | 0.53% | 56 |
|
|
2018
Q4 | – | Sell |
-131
| Closed | -$8K | – | 276 |
|
|
2018
Q3 | $8K | Hold |
131
| – | – | 0.01% | 335 |
|
|
2018
Q2 | $8K | Hold |
131
| – | – | 0.01% | 334 |
|
|
2018
Q1 | $8K | Buy |
+131
| New | +$8K | 0.01% | 331 |
|