Stanley-Laman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,191
| Closed | -$670K | – | 263 |
|
|
2018
Q4 | $670K | Buy |
12,191
+67
| +0.6% | +$3.68K | 0.19% | 198 |
|
|
2018
Q3 | $777K | Sell |
12,124
-92
| -0.8% | -$5.9K | 0.19% | 158 |
|
|
2018
Q2 | $774K | Buy |
12,216
+614
| +5% | +$38.9K | 0.17% | 175 |
|
|
2018
Q1 | $764K | Sell |
11,602
-18
| -0.2% | -$1.19K | 0.17% | 167 |
|
|
2017
Q4 | $768K | Sell |
11,620
-534
| -4% | -$35.3K | 0.17% | 170 |
|
|
2017
Q3 | $780K | Sell |
12,154
-116
| -0.9% | -$7.44K | 0.21% | 113 |
|
|
2017
Q2 | $747K | Sell |
12,270
-114
| -0.9% | -$6.94K | 0.2% | 105 |
|
|
2017
Q1 | $718K | Sell |
12,384
-491
| -4% | -$28.5K | 0.19% | 125 |
|
|
2016
Q4 | $690K | Buy |
12,875
+6,820
| +113% | +$365K | 0.21% | 142 |
|
|
2016
Q3 | $334K | Buy |
6,055
+223
| +4% | +$12.3K | 0.14% | 159 |
|
|
2016
Q2 | $303K | Buy |
+5,832
| New | +$303K | 0.12% | 176 |
|