Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.8K | Hold |
200
| – | – | 0.02% | 222 |
|
|
2023
Q4 | $14.1K | Hold |
200
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $12.9K | Hold |
200
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $13.5K | Hold |
200
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $13.4K | Hold |
200
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $12.3K | Sell |
200
-550
| -73% | -$33.9K | 0.02% | 207 |
|
|
2022
Q3 | $40K | Hold |
750
| – | – | 0.07% | 142 |
|
|
2022
Q2 | $44K | Hold |
750
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $52K | Hold |
750
| – | – | 0.08% | 135 |
|
|
2021
Q4 | $56K | Buy |
+750
| New | +$56K | 0.08% | 134 |
|