Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,344
| Closed | -$2.16M | – | 110 |
|
|
2023
Q1 | $2.16M | Buy |
+32,344
| New | +$2.16M | 1.32% | 19 |
|
|
2019
Q4 | – | Sell |
-6,973
| Closed | -$426K | – | 82 |
|
|
2019
Q3 | $426K | Sell |
6,973
-6
| -0.1% | -$367 | 0.38% | 46 |
|
|
2019
Q2 | $429K | Buy |
6,979
+98
| +1% | +$6.02K | 0.36% | 51 |
|
|
2019
Q1 | $418K | Sell |
6,881
-6,886
| -50% | -$418K | 0.37% | 47 |
|
|
2018
Q4 | $757K | Buy |
13,767
+135
| +1% | +$7.42K | 0.51% | 39 |
|
|
2018
Q3 | $874K | Sell |
13,632
-6,759
| -33% | -$433K | 0.46% | 34 |
|
|
2018
Q2 | $1.29M | Sell |
20,391
-545
| -3% | -$34.5K | 0.69% | 27 |
|
|
2018
Q1 | $1.38M | Sell |
20,936
-88,841
| -81% | -$5.85M | 0.79% | 26 |
|
|
2017
Q4 | $7.26M | Sell |
109,777
-9,987
| -8% | -$660K | 3.35% | 7 |
|
|
2017
Q3 | $7.69M | Buy |
119,764
+5,969
| +5% | +$383K | 3.61% | 10 |
|
|
2017
Q2 | $6.93M | Buy |
+113,795
| New | +$6.93M | 3.87% | 7 |
|