Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $40.7K | Hold |
510
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $38.4K | Hold |
510
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $35.1K | Hold |
510
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $37K | Buy |
510
+430
| +538% | +$31.2K | 0.02% | 237 |
|
|
2023
Q1 | $6K | Buy |
80
+20
| +33% | +$1.5K | ﹤0.01% | 462 |
|
|
2022
Q4 | $4K | Buy |
60
+27
| +82% | +$1.8K | ﹤0.01% | 450 |
|
|
2022
Q3 | $2K | Sell |
33
-27
| -45% | -$1.64K | ﹤0.01% | 392 |
|
|
2022
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 544 |
|
|
2022
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 560 |
|
|
2021
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 443 |
|
|
2021
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 484 |
|
|
2021
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $4K | Buy |
60
+33
| +122% | +$2.2K | ﹤0.01% | 520 |
|
|
2020
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 537 |
|
|
2019
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 528 |
|