Paracle Advisors’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
Q1 | $1.65M | Sell |
22,864
-432
| -2% | -$31.1K | 0.3% | 40 |
|
|
2020
Q4 | $1.61M | Sell |
23,296
-106
| -0.5% | -$7.32K | 0.31% | 42 |
|
|
2020
Q3 | $1.41M | Sell |
23,402
-72
| -0.3% | -$4.34K | 0.3% | 38 |
|
|
2020
Q2 | $1.34M | Sell |
23,474
-24,538
| -51% | -$1.4M | 0.31% | 39 |
|
|
2020
Q1 | $2.4M | Sell |
48,012
-4,785
| -9% | -$239K | 0.65% | 31 |
|
|
2019
Q4 | $3.44M | Sell |
52,797
-4
| -0% | -$261 | 0.8% | 23 |
|
|
2019
Q3 | $3.22M | Buy |
52,801
+73
| +0.1% | +$4.46K | 0.78% | 23 |
|
|
2019
Q2 | $3.24M | Sell |
52,728
-492
| -0.9% | -$30.2K | 0.8% | 23 |
|
|
2019
Q1 | $3.23M | Buy |
53,220
+2,859
| +6% | +$174K | 0.84% | 24 |
|
|
2018
Q4 | $2.77M | Buy |
+50,361
| New | +$2.77M | 0.81% | 24 |
|