Steph & Co’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
Q4 | – | Sell |
-996
| Closed | -$64.1K | – | 270 |
|
|
2023
Q3 | $64.1K | Buy |
+996
| New | +$64.1K | 0.04% | 164 |
|
|
2022
Q1 | – | Sell |
-725
| Closed | -$54K | – | 300 |
|
|
2021
Q4 | $54K | Buy |
+725
| New | +$54K | 0.03% | 191 |
|
|
2020
Q2 | – | Sell |
-125
| Closed | -$6K | – | 248 |
|
|
2020
Q1 | $6K | Sell |
125
-4,968
| -98% | -$238K | 0.01% | 226 |
|
|
2019
Q4 | $332K | Buy |
+5,093
| New | +$332K | 0.28% | 48 |
|