TrueWealth LLC’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
Q2 | $7.2M | Buy |
125,940
+32,063
| +34% | +$1.83M | 3.03% | 6 |
|
|
2020
Q1 | $4.68M | Buy |
93,877
+31,243
| +50% | +$1.56M | 2.28% | 7 |
|
|
2019
Q4 | $4.09M | Buy |
62,634
+679
| +1% | +$44.3K | 1.65% | 10 |
|
|
2019
Q3 | $3.78M | Buy |
61,955
+4,756
| +8% | +$290K | 1.63% | 10 |
|
|
2019
Q2 | $3.51M | Buy |
57,199
+8,438
| +17% | +$518K | 1.56% | 11 |
|
|
2019
Q1 | $2.96M | Buy |
48,761
+11,254
| +30% | +$684K | 1.37% | 12 |
|
|
2018
Q4 | $2.06M | Buy |
37,507
+30,869
| +465% | +$1.7M | 1.04% | 15 |
|
|
2018
Q3 | $425K | Hold |
6,638
| – | – | 0.19% | 81 |
|
|
2018
Q2 | $421K | Buy |
6,638
+4,730
| +248% | +$300K | 0.2% | 77 |
|
|
2018
Q1 | $126K | Hold |
1,908
| – | – | 0.06% | 169 |
|
|
2017
Q4 | $126K | Buy |
+1,908
| New | +$126K | 0.06% | 186 |
|