Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-420
| Closed | -$28.4K | – | 262 |
|
|
2023
Q2 | $28.4K | Hold |
420
| – | – | 0.03% | 266 |
|
|
2023
Q1 | $28.1K | Hold |
420
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $25.9K | Hold |
420
| – | – | 0.02% | 259 |
|
|
2022
Q3 | $22K | Sell |
420
-661
| -61% | -$34.6K | 0.02% | 277 |
|
|
2022
Q2 | $62K | Sell |
1,081
-21
| -2% | -$1.2K | 0.06% | 183 |
|
|
2022
Q1 | $77K | Hold |
1,102
| – | – | 0.07% | 174 |
|
|
2021
Q4 | $82K | Buy |
+1,102
| New | +$82K | 0.07% | 173 |
|