NewFocus Financial Group’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
Q4 | $5.78M | Buy |
83,714
+2,169
| +3% | +$150K | 1.7% | 14 |
|
|
2020
Q3 | $4.92M | Sell |
81,545
-2,131
| -3% | -$128K | 1.64% | 14 |
|
|
2020
Q2 | $4.78M | Buy |
83,676
+2,396
| +3% | +$137K | 1.71% | 13 |
|
|
2020
Q1 | $4.06M | Sell |
81,280
-28,014
| -26% | -$1.4M | 1.87% | 20 |
|
|
2019
Q4 | $7.13M | Buy |
109,294
+71,894
| +192% | +$4.69M | 2.78% | 10 |
|
|
2019
Q3 | $2.28M | Buy |
37,400
+12,538
| +50% | +$766K | 1% | 32 |
|
|
2019
Q2 | $1.53M | Buy |
24,862
+6,565
| +36% | +$403K | 0.71% | 40 |
|
|
2019
Q1 | $1.11M | Buy |
+18,297
| New | +$1.11M | 0.55% | 42 |
|