Triad Financial Advisors’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
-9,566
Closed -$563K 105
2022
Q2
$563K Buy
9,566
+184
+2% +$10.8K 0.31% 39
2022
Q1
$652K Sell
9,382
-72
-0.8% -$5K 0.35% 37
2021
Q4
$706K Buy
+9,454
New +$706K 0.42% 36