Personal CFO Solutions’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
Q4 | – | Sell |
-3,682
| Closed | -$287K | – | 532 |
|
|
2024
Q3 | $287K | Buy |
+3,682
| New | +$287K | 0.04% | 435 |
|
|
2023
Q2 | – | Sell |
-3,084
| Closed | -$206K | – | 488 |
|
|
2023
Q1 | $206K | Buy |
+3,084
| New | +$206K | 0.04% | 440 |
|
|
2022
Q3 | – | Sell |
-7,657
| Closed | -$451K | – | 443 |
|
|
2022
Q2 | $451K | Buy |
7,657
+1,302
| +20% | +$76.7K | 0.11% | 173 |
|
|
2022
Q1 | $442K | Buy |
6,355
+985
| +18% | +$68.5K | 0.09% | 219 |
|
|
2021
Q4 | $401K | Buy |
5,370
+764
| +17% | +$57.1K | 0.08% | 244 |
|
|
2021
Q3 | $342K | Buy |
4,606
+250
| +6% | +$18.6K | 0.07% | 259 |
|
|
2021
Q2 | $326K | Buy |
4,356
+684
| +19% | +$51.2K | 0.07% | 266 |
|
|
2021
Q1 | $265K | Buy |
3,672
+338
| +10% | +$24.4K | 0.06% | 302 |
|
|
2020
Q4 | $230K | Hold |
3,334
| – | – | 0.06% | 319 |
|
|
2020
Q3 | $0 | Buy |
+3,334
| New | – | ﹤0.01% | 228 |
|
|
2020
Q2 | – | Sell |
-6,776
| Closed | -$338K | – | 336 |
|
|
2020
Q1 | $338K | Buy |
6,776
+1,794
| +36% | +$89.5K | 0.12% | 156 |
|
|
2019
Q4 | $325K | Hold |
4,982
| – | – | 0.09% | 190 |
|
|
2019
Q3 | $304K | Buy |
+4,982
| New | +$304K | 0.12% | 196 |
|