Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $96.6K | Hold |
1,301
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $91.5K | Hold |
1,301
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $83.7K | Hold |
1,301
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $87.8K | Hold |
1,301
| – | – | 0.04% | 153 |
|
|
2023
Q1 | $87K | Sell |
1,301
-50
| -4% | -$3.34K | 0.04% | 146 |
|
|
2022
Q4 | $83K | Buy |
1,351
+1,260
| +1,385% | +$77.4K | 0.04% | 140 |
|
|
2022
Q3 | $5K | Sell |
91
-2,469
| -96% | -$136K | ﹤0.01% | 328 |
|
|
2022
Q2 | $151K | Buy |
2,560
+1,174
| +85% | +$69.2K | 0.06% | 123 |
|
|
2022
Q1 | $96K | Buy |
1,386
+79
| +6% | +$5.47K | 0.04% | 175 |
|
|
2021
Q4 | $98K | Buy |
1,307
+24
| +2% | +$1.8K | 0.04% | 167 |
|
|
2021
Q3 | $95K | Buy |
1,283
+61
| +5% | +$4.52K | 0.04% | 167 |
|
|
2021
Q2 | $91K | Buy |
1,222
+54
| +5% | +$4.02K | 0.04% | 167 |
|
|
2021
Q1 | $84K | Buy |
1,168
+96
| +9% | +$6.9K | 0.04% | 206 |
|
|
2020
Q4 | $74K | Sell |
1,072
-21,642
| -95% | -$1.49M | 0.03% | 212 |
|
|
2020
Q3 | $1.37M | Sell |
22,714
-1,151
| -5% | -$69.4K | 0.77% | 27 |
|
|
2020
Q2 | $1.36M | Buy |
+23,865
| New | +$1.36M | 0.85% | 27 |
|
|
2019
Q4 | $1.85M | Buy |
+28,412
| New | +$1.85M | 1.21% | 21 |
|