Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $339K | Buy |
4,542
+3,286
| +262% | +$245K | 0.03% | 171 |
|
|
2021
Q3 | $93K | Buy |
1,256
+1,222
| +3,594% | +$90.5K | 0.01% | 278 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 859 |
|
|
2021
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 921 |
|
|
2020
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 799 |
|
|
2020
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 752 |
|
|
2020
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 814 |
|
|
2020
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 788 |
|
|
2019
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 809 |
|
|
2019
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 823 |
|
|
2019
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 866 |
|
|
2019
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 885 |
|
|
2018
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 855 |
|
|
2018
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 932 |
|
|
2018
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 918 |
|