Retirement Income Solutions’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
Q2 | – | Sell |
-3,361
| Closed | -$249K | – | 150 |
|
|
2024
Q1 | $249K | Hold |
3,361
| – | – | 0.06% | 125 |
|
|
2023
Q4 | $236K | Sell |
3,361
-170
| -5% | -$12K | 0.06% | 122 |
|
|
2023
Q3 | $227K | Buy |
3,531
+170
| +5% | +$10.9K | 0.06% | 115 |
|
|
2023
Q2 | $227K | Hold |
3,361
| – | – | 0.06% | 125 |
|
|
2023
Q1 | $225K | Sell |
3,361
-182
| -5% | -$12.2K | 0.07% | 122 |
|
|
2022
Q4 | $218K | Buy |
+3,543
| New | +$218K | 0.07% | 113 |
|
|
2022
Q3 | – | Sell |
-3,543
| Closed | -$209K | – | 116 |
|
|
2022
Q2 | $209K | Buy |
+3,543
| New | +$209K | 0.07% | 108 |
|