OptiFour Integrated Wealth 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
2018
Q4
Sell
-8,588
Closed -$550K 51
2018
Q3
$550K Buy
8,588
+1,462
+21% +$93.6K 0.45% 28
2018
Q2
$452K Hold
7,126
0.39% 32
2018
Q1
$469K Buy
7,126
+356
+5% +$23.4K 0.39% 34
2017
Q4
$447K Buy
+6,770
New +$447K 0.37% 38