Tolleson 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
2020
Q3
Sell
-4,519
Closed -$258K 67
2020
Q2
$258K Hold
4,519
0.11% 57
2020
Q1
$225K Hold
4,519
0.1% 53
2019
Q4
$295K Hold
4,519
0.14% 54
2019
Q3
$276K Buy
+4,519
New +$276K 0.15% 52