Sageworth Trust’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
Q1 | – | Sell |
-1,155
| Closed | -$71K | – | 534 |
|
|
2022
Q4 | $71K | Buy |
+1,155
| New | +$71K | 0.01% | 112 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$22K | – | 903 |
|
|
2021
Q1 | $22K | Buy |
+300
| New | +$22K | ﹤0.01% | 223 |
|
|
2020
Q4 | – | Sell |
-217
| Closed | -$13K | – | 212 |
|
|
2020
Q3 | $13K | Buy |
+217
| New | +$13K | ﹤0.01% | 133 |
|
|
2019
Q2 | – | Sell |
-552
| Closed | -$34K | – | 225 |
|
|
2019
Q1 | $34K | Buy |
+552
| New | +$34K | ﹤0.01% | 106 |
|