TFO Wealth Partners’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 | – | Sell |
-2,935
| Closed | -$173K | – | 298 |
|
|
2022
Q2 | $173K | Buy |
+2,935
| New | +$173K | 0.04% | 47 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$18K | – | 137 |
|
|
2021
Q1 | $18K | Hold |
250
| – | – | 0.01% | 113 |
|
|
2020
Q4 | $17K | Hold |
250
| – | – | 0.01% | 65 |
|
|
2020
Q3 | $15K | Hold |
250
| – | – | 0.01% | 68 |
|
|
2020
Q2 | $14K | Hold |
250
| – | – | 0.01% | 75 |
|
|
2020
Q1 | $12K | Sell |
250
-250
| -50% | -$12K | 0.01% | 89 |
|
|
2019
Q4 | $32K | Buy |
+500
| New | +$32K | 0.03% | 76 |
|