TRUADVICE’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 | $259K | Sell |
4,020
-431
| -10% | -$27.8K | 0.1% | 191 |
|
|
2023
Q2 | $302K | Buy |
4,451
+310
| +7% | +$21K | 0.11% | 182 |
|
|
2023
Q1 | $285K | Buy |
+4,141
| New | +$285K | 0.11% | 182 |
|
|
2021
Q3 | – | Sell |
-6,465
| Closed | -$486K | – | 196 |
|
|
2021
Q2 | $486K | Sell |
6,465
-162
| -2% | -$12.2K | 0.11% | 173 |
|
|
2021
Q1 | $499K | Buy |
6,627
+314
| +5% | +$23.6K | 0.15% | 130 |
|
|
2020
Q4 | $439K | Sell |
6,313
-8,575
| -58% | -$596K | 0.13% | 153 |
|
|
2020
Q3 | $913K | Buy |
+14,888
| New | +$913K | 0.37% | 68 |
|