O'Brien Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,310
| Closed | -$383K | – | 39 |
|
|
2019
Q1 | $383K | Sell |
6,310
-494
| -7% | -$30K | 0.27% | 22 |
|
|
2018
Q4 | $390K | Buy |
6,804
+254
| +4% | +$14.6K | 0.27% | 23 |
|
|
2018
Q3 | $420K | Sell |
6,550
-26
| -0.4% | -$1.67K | 0.27% | 20 |
|
|
2018
Q2 | $417K | Sell |
6,576
-417
| -6% | -$26.4K | 0.31% | 14 |
|
|
2018
Q1 | $461K | Sell |
6,993
-74
| -1% | -$4.88K | 0.32% | 18 |
|
|
2017
Q4 | $467K | Buy |
7,067
+40
| +0.6% | +$2.64K | 0.29% | 18 |
|
|
2017
Q3 | $451K | Sell |
7,027
-3,893
| -36% | -$250K | 0.23% | 20 |
|
|
2017
Q2 | $665K | Buy |
10,920
+3,006
| +38% | +$183K | 0.35% | 19 |
|
|
2017
Q1 | $459K | Sell |
7,914
-99
| -1% | -$5.74K | 0.25% | 24 |
|
|
2016
Q4 | $430K | Buy |
8,013
+36
| +0.5% | +$1.93K | 0.26% | 26 |
|
|
2016
Q3 | $440K | Hold |
7,977
| – | – | 0.29% | 24 |
|
|
2016
Q2 | $414K | Buy |
7,977
+62
| +0.8% | +$3.22K | 0.29% | 25 |
|
|
2016
Q1 | $421K | Buy |
+7,915
| New | +$421K | 0.33% | 24 |
|