SVB Investment Services’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
Q1 | $6.26M | Buy |
90,054
+52,564
| +140% | +$3.65M | 3.88% | 6 |
|
|
2021
Q4 | $2.8M | Buy |
37,490
+7,455
| +25% | +$557K | 1.86% | 10 |
|
|
2021
Q3 | $2.23M | Buy |
30,035
+1,836
| +7% | +$136K | 1.49% | 13 |
|
|
2021
Q2 | $2.11M | Buy |
28,199
+1,642
| +6% | +$123K | 1.41% | 13 |
|
|
2021
Q1 | $1.91M | Buy |
26,557
+310
| +1% | +$22.3K | 1.52% | 14 |
|
|
2020
Q4 | $1.81M | Sell |
26,247
-3,773
| -13% | -$261K | 1.41% | 14 |
|
|
2020
Q3 | $1.81M | Sell |
30,020
-11,825
| -28% | -$713K | 1.53% | 13 |
|
|
2020
Q2 | $2.39M | Sell |
41,845
-4,396
| -10% | -$251K | 2.19% | 11 |
|
|
2020
Q1 | $2.31M | Sell |
46,241
-10,241
| -18% | -$511K | 2% | 11 |
|
|
2019
Q4 | $3.69M | Buy |
+56,482
| New | +$3.69M | 3.49% | 7 |
|