Mirsky 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
Q4 | $15.6M | Buy |
209,352
+7,226
| +4% | +$539K | 6.45% | 5 |
|
2021
Q3 | $15M | Buy |
202,126
+5,492
| +3% | +$408K | 6.7% | 5 |
|
2021
Q2 | $14.7M | Buy |
196,634
+86,008
| +78% | +$6.44M | 6.54% | 5 |
|
2021
Q1 | $7.97M | Buy |
110,626
+1,832
| +2% | +$132K | 3.7% | 9 |
|
2020
Q4 | $7.52M | Sell |
108,794
-6,439
| -6% | -$445K | 3.87% | 8 |
|
2020
Q3 | $6.95M | Buy |
115,233
+2,932
| +3% | +$177K | 3.93% | 8 |
|
2020
Q2 | $6.42M | Buy |
112,301
+22,344
| +25% | +$1.28M | 3.86% | 8 |
|
2020
Q1 | $4.49M | Buy |
89,957
+15,017
| +20% | +$749K | 3.17% | 11 |
|
2019
Q4 | $4.89M | Buy |
74,940
+6,492
| +9% | +$424K | 3.18% | 12 |
|
2019
Q3 | $4.18M | Buy |
68,448
+2,049
| +3% | +$125K | 3% | 13 |
|
2019
Q2 | $4.08M | Buy |
66,399
+2,534
| +4% | +$156K | 3.07% | 14 |
|
2019
Q1 | $3.88M | Buy |
63,865
+10,458
| +20% | +$636K | 3.02% | 14 |
|
2018
Q4 | $2.94M | Buy |
+53,407
| New | +$2.94M | 2.58% | 14 |
|