RE Dickinson Investment 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
2024
Q1
Sell
-417
Closed -$29K 231
2023
Q4
$29K Buy
417
+411
+6,850% +$28.6K 0.02% 108
2023
Q3
$0 Buy
+6
New ﹤0.01% 275
2022
Q2
Sell
-3,566
Closed -$248K 303
2022
Q1
$248K Buy
+3,566
New +$248K 0.17% 40