Spotlight Asset Group’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 | $93K | Sell |
1,280
-200
| -14% | -$14.5K | 0.06% | 109 |
|
|
2024
Q1 | $110K | Sell |
1,480
-23
| -2% | -$1.71K | 0.08% | 102 |
|
|
2023
Q4 | $96.7K | Hold |
1,503
| – | – | 0.09% | 97 |
|
|
2023
Q3 | $96.7K | Hold |
1,503
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $101K | Buy |
+1,503
| New | +$101K | 0.09% | 95 |
|
|
2021
Q3 | $288K | Sell |
3,883
-1,508
| -28% | -$112K | 0.14% | 94 |
|
|
2021
Q2 | $404K | Buy |
5,391
+1,242
| +30% | +$93.1K | 0.16% | 90 |
|
|
2021
Q1 | $299K | Buy |
+4,149
| New | +$299K | 0.11% | 104 |
|