Personal Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,202
| Closed | -$677K | – | 14 |
|
|
2022
Q1 | $677K | Hold |
9,202
| – | – | 0.3% | 38 |
|
|
2021
Q4 | $724K | Hold |
9,202
| – | – | 0.3% | 39 |
|
|
2021
Q3 | $718K | Hold |
9,202
| – | – | 0.3% | 37 |
|
|
2021
Q2 | $726K | Hold |
9,202
| – | – | 0.29% | 37 |
|
|
2021
Q1 | $698K | Hold |
9,202
| – | – | 0.32% | 36 |
|
|
2020
Q4 | $671K | Sell |
9,202
-109
| -1% | -$7.95K | 0.31% | 32 |
|
|
2020
Q3 | $593K | Sell |
9,311
-3,493
| -27% | -$222K | 0.31% | 31 |
|
|
2020
Q2 | $779K | Sell |
12,804
-21,956
| -63% | -$1.34M | 0.43% | 26 |
|
|
2020
Q1 | $1.86M | Sell |
34,760
-2,846
| -8% | -$152K | 1.12% | 15 |
|
|
2019
Q4 | $2.61M | Sell |
37,606
-5,699
| -13% | -$396K | 1.12% | 16 |
|
|
2019
Q3 | $2.82M | Sell |
43,305
-4,057
| -9% | -$265K | 1.3% | 13 |
|
|
2019
Q2 | $3.11M | Sell |
47,362
-1,287
| -3% | -$84.6K | 1.49% | 13 |
|
|
2019
Q1 | $3.16M | Buy |
+48,649
| New | +$3.16M | 1.68% | 13 |
|