Strategic Wealth Management 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
2021
Q2
$729K Buy
9,734
+121
+1% +$9.06K 0.27% 52
2021
Q1
$693K Buy
9,613
+2,708
+39% +$195K 0.26% 52
2020
Q4
$477K Buy
6,905
+604
+10% +$41.7K 0.21% 67
2020
Q3
$380K Buy
+6,301
New +$380K 0.18% 70