Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $109M | Buy |
1,764,904
+1,748,763
| +10,834% | +$108M | 0.53% | 35 |
|
|
2022
Q3 | $850K | Buy |
16,141
+1,666
| +12% | +$87.7K | ﹤0.01% | 242 |
|
|
2022
Q2 | $852K | Buy |
14,475
+2,264
| +19% | +$133K | ﹤0.01% | 243 |
|
|
2022
Q1 | $849K | Sell |
12,211
-2,116
| -15% | -$147K | ﹤0.01% | 260 |
|
|
2021
Q4 | $1.01M | Buy |
14,327
+2,059
| +17% | +$145K | ﹤0.01% | 266 |
|
|
2021
Q3 | $911K | Buy |
12,268
+2,182
| +22% | +$162K | ﹤0.01% | 257 |
|
|
2021
Q2 | $755K | Buy |
10,086
+1,221
| +14% | +$91.4K | ﹤0.01% | 270 |
|
|
2021
Q1 | $639K | Sell |
8,865
-894
| -9% | -$64.4K | ﹤0.01% | 277 |
|
|
2020
Q4 | $674K | Buy |
9,759
+5,477
| +128% | +$378K | ﹤0.01% | 272 |
|
|
2020
Q3 | $258K | Buy |
+4,282
| New | +$258K | ﹤0.01% | 362 |
|
|
2020
Q1 | – | Sell |
-5,398
| Closed | -$352K | – | 365 |
|
|
2019
Q4 | $352K | Buy |
+5,398
| New | +$352K | ﹤0.01% | 306 |
|
|
2019
Q2 | – | Sell |
-5,087
| Closed | -$309K | – | 333 |
|
|
2019
Q1 | $309K | Sell |
5,087
-2,899
| -36% | -$176K | ﹤0.01% | 266 |
|
|
2018
Q4 | $439K | Buy |
+7,986
| New | +$439K | 0.01% | 237 |
|