Rockingstone 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
2023
Q4
Sell
-5,591
Closed -$360K 113
2023
Q3
$360K Buy
5,591
+800
+17% +$51.5K 0.2% 95
2023
Q2
$323K Hold
4,791
0.18% 95
2023
Q1
$320K Hold
4,791
0.2% 92
2022
Q4
$295K Buy
+4,791
New +$295K 0.22% 90