Sequoia Wealth Management’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
2019
Q4
Sell
-5,451
Closed -$330K 31
2019
Q3
$330K Buy
+5,451
New +$330K 0.67% 37
2019
Q2
Sell
-6,991
Closed -$424K 64
2019
Q1
$424K Buy
+6,991
New +$424K 0.34% 49