Principal Financial Group’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
Q4 | – | Sell |
-56,861
| Closed | -$3.66M | – | 2437 |
|
|
2023
Q3 | $3.66M | Sell |
56,861
-10,268
| -15% | -$661K | ﹤0.01% | 1630 |
|
|
2023
Q2 | $4.53M | Hold |
67,129
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q1 | $4.49M | Buy |
+67,129
| New | +$4.49M | ﹤0.01% | 1566 |
|
|
2021
Q1 | – | Sell |
-3,175
| Closed | -$219K | – | 2486 |
|
|
2020
Q4 | $219K | Sell |
3,175
-815
| -20% | -$56.2K | ﹤0.01% | 2296 |
|
|
2020
Q3 | $240K | Buy |
3,990
+171
| +4% | +$10.3K | ﹤0.01% | 2165 |
|
|
2020
Q2 | $218K | Sell |
3,819
-3,684
| -49% | -$210K | ﹤0.01% | 2172 |
|
|
2020
Q1 | $374K | Buy |
7,503
+521
| +7% | +$26K | ﹤0.01% | 1917 |
|
|
2019
Q4 | $456K | Sell |
6,982
-357
| -5% | -$23.3K | ﹤0.01% | 1966 |
|
|
2019
Q3 | $448K | Buy |
7,339
+2,487
| +51% | +$152K | ﹤0.01% | 1967 |
|
|
2019
Q2 | $298K | Buy |
+4,852
| New | +$298K | ﹤0.01% | 2065 |
|