Syverson Strege & Co’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,641
| Closed | -$117K | – | 231 |
|
|
2023
Q1 | $117K | Hold |
1,641
| – | – | 0.05% | 83 |
|
|
2022
Q4 | $108K | Sell |
1,641
-174
| -10% | -$11.4K | 0.05% | 88 |
|
|
2022
Q3 | $102K | Hold |
1,815
| – | – | 0.05% | 90 |
|
|
2022
Q2 | $113K | Hold |
1,815
| – | – | 0.04% | 94 |
|
|
2022
Q1 | $134K | Hold |
1,815
| – | – | 0.15% | 79 |
|
|
2021
Q4 | $143K | Hold |
1,815
| – | – | 0.11% | 79 |
|
|
2021
Q3 | $142K | Hold |
1,815
| – | – | 0.11% | 79 |
|
|
2021
Q2 | $143K | Hold |
1,815
| – | – | 0.13% | 75 |
|
|
2021
Q1 | $138K | Hold |
1,815
| – | – | 0.14% | 72 |
|
|
2020
Q4 | $132K | Buy |
+1,815
| New | +$132K | 0.13% | 73 |
|