Surevest’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
2022
Q3
$53K Hold
1,015
0.01% 186
2022
Q2
$60K Hold
1,015
0.02% 192
2022
Q1
$71K Sell
1,015
-853
-46% -$59.7K 0.02% 167
2021
Q4
$139K Buy
+1,868
New +$139K 0.03% 133