US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20,943
| Closed | -$1.51M | – | 96 |
|
|
2021
Q1 | $1.51M | Buy |
20,943
+5,227
| +33% | +$377K | 0.42% | 45 |
|
|
2020
Q4 | $1.09M | Buy |
+15,716
| New | +$1.09M | 0.33% | 48 |
|
|
2016
Q2 | $1.2M | Hold |
22,486
| – | – | 2.4% | 16 |
|
|
2016
Q1 | $1.2M | Buy |
22,486
+21,051
| +1,467% | +$1.12M | 2.08% | 16 |
|
|
2015
Q4 | $78K | Hold |
1,435
| – | – | 0.07% | 109 |
|
|
2015
Q3 | $76K | Hold |
1,435
| – | – | 0.13% | 81 |
|
|
2015
Q2 | $84K | Buy |
1,435
+300
| +26% | +$17.6K | 0.08% | 76 |
|
|
2015
Q1 | $66K | Sell |
1,135
-257
| -18% | -$14.9K | 0.06% | 90 |
|
|
2014
Q4 | $77K | Buy |
+1,392
| New | +$77K | 0.07% | 81 |
|