Security National 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $11K | Sell |
150
-180
| -55% | -$13.2K | ﹤0.01% | 354 |
|
|
2021
Q1 | $24K | Sell |
330
-209
| -39% | -$15.2K | 0.01% | 316 |
|
|
2020
Q4 | $37K | Hold |
539
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $32K | Hold |
539
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $31K | Hold |
539
| – | – | 0.01% | 286 |
|
|
2020
Q1 | $27K | Hold |
539
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $35K | Hold |
539
| – | – | 0.01% | 275 |
|
|
2019
Q3 | $33K | Hold |
539
| – | – | 0.01% | 264 |
|
|
2019
Q2 | $33K | Hold |
539
| – | – | 0.01% | 266 |
|
|
2019
Q1 | $33K | Hold |
539
| – | – | 0.01% | 266 |
|
|
2018
Q4 | $30K | Sell |
539
-697
| -56% | -$38.8K | 0.01% | 262 |
|
|
2018
Q3 | $79K | Sell |
1,236
-866
| -41% | -$55.4K | 0.02% | 232 |
|
|
2018
Q2 | $133K | Buy |
2,102
+495
| +31% | +$31.3K | 0.04% | 192 |
|
|
2018
Q1 | $106K | Hold |
1,607
| – | – | 0.04% | 212 |
|
|
2017
Q4 | $106K | Hold |
1,607
| – | – | 0.03% | 216 |
|
|
2017
Q3 | $103K | Buy |
+1,607
| New | +$103K | 0.03% | 225 |
|