Strategic Wealth Partners 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
Q1 | $1.88M | Sell |
25,356
-1,760
| -6% | -$131K | 0.21% | 42 |
|
|
2023
Q4 | $1.91M | Buy |
27,116
+314
| +1% | +$22.1K | 0.24% | 40 |
|
|
2023
Q3 | $1.72M | Hold |
26,802
| – | – | 0.26% | 33 |
|
|
2023
Q2 | $1.81M | Buy |
26,802
+1,009
| +4% | +$68.1K | 0.26% | 33 |
|
|
2023
Q1 | $1.76M | Buy |
25,793
+16,033
| +164% | +$1.09M | 0.29% | 31 |
|
|
2022
Q4 | $601K | Buy |
9,760
+1,106
| +13% | +$68.1K | 0.13% | 32 |
|
|
2022
Q3 | $456K | Sell |
8,654
-1,638
| -16% | -$86.3K | 0.11% | 36 |
|
|
2022
Q2 | $606K | Buy |
10,292
+527
| +5% | +$31K | 0.13% | 32 |
|
|
2022
Q1 | $679K | Sell |
9,765
-2,592
| -21% | -$180K | 0.13% | 33 |
|
|
2021
Q4 | $922K | Buy |
12,357
+1,602
| +15% | +$120K | 0.16% | 34 |
|
|
2021
Q3 | $799K | Buy |
+10,755
| New | +$799K | 0.15% | 37 |
|
|
2021
Q1 | $790K | Sell |
10,962
-176
| -2% | -$12.7K | 0.16% | 36 |
|
|
2020
Q4 | $770K | Buy |
11,138
+112
| +1% | +$7.74K | 0.16% | 35 |
|
|
2020
Q3 | $665K | Sell |
11,026
-1,080
| -9% | -$65.1K | 0.16% | 33 |
|
|
2020
Q2 | $692K | Buy |
12,106
+6,757
| +126% | +$386K | 0.17% | 35 |
|
|
2020
Q1 | $267K | Buy |
5,349
+72
| +1% | +$3.59K | 0.08% | 48 |
|
|
2019
Q4 | $344K | Buy |
+5,277
| New | +$344K | 0.08% | 49 |
|
|
2018
Q3 | – | Sell |
-1,664
| Closed | -$105K | – | 40 |
|
|
2018
Q2 | $105K | Hold |
1,664
| – | – | 2.08% | 6 |
|
|
2018
Q1 | $110K | Buy |
+1,664
| New | +$110K | 8.58% | 3 |
|