Titus Wealth Management’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
Q2 | $6.59M | Buy |
111,964
+1,076
| +1% | +$63.3K | 3.3% | 7 |
|
|
2022
Q1 | $7.71M | Buy |
110,888
+4,432
| +4% | +$308K | 3.47% | 6 |
|
|
2021
Q4 | $7.95M | Buy |
106,456
+1,637
| +2% | +$122K | 3.58% | 6 |
|
|
2021
Q3 | $7.79M | Buy |
104,819
+853
| +0.8% | +$63.4K | 4.09% | 6 |
|
|
2021
Q2 | $7.78M | Buy |
103,966
+1,145
| +1% | +$85.7K | 4.22% | 6 |
|
|
2021
Q1 | $7.41M | Buy |
102,821
+914
| +0.9% | +$65.9K | 4.33% | 6 |
|
|
2020
Q4 | $7.04M | Buy |
101,907
+780
| +0.8% | +$53.9K | 4.32% | 6 |
|
|
2020
Q3 | $6.1M | Sell |
101,127
-38
| -0% | -$2.29K | 4.35% | 6 |
|
|
2020
Q2 | $5.78M | Buy |
101,165
+560
| +0.6% | +$32K | 4.56% | 5 |
|
|
2020
Q1 | $5.02M | Sell |
100,605
-308
| -0.3% | -$15.4K | 4.74% | 4 |
|
|
2019
Q4 | $6.58M | Buy |
100,913
+1,038
| +1% | +$67.7K | 6.6% | 2 |
|
|
2019
Q3 | $6.1M | Buy |
99,875
+10,166
| +11% | +$621K | 5.58% | 3 |
|
|
2019
Q2 | $551K | Sell |
89,709
-13,662
| -13% | -$83.9K | 0.54% | 37 |
|
|
2019
Q1 | $6.28K | Sell |
103,371
-4,489
| -4% | -$273 | 5.54% | 4 |
|
|
2018
Q4 | $5.93K | Buy |
+107,860
| New | +$5.93K | 5.06% | 4 |
|