Vantage Financial Partners (Illinois)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $517K | Sell |
7,122
-187,459
| -96% | -$13.6M | 0.13% | 71 |
|
|
2024
Q1 | $14.4M | Buy |
194,581
+62,708
| +48% | +$4.65M | 3.77% | 8 |
|
|
2023
Q4 | $9.28M | Buy |
+131,873
| New | +$9.28M | 2.82% | 13 |
|
|
2023
Q3 | – | Sell |
-5,165
| Closed | -$349K | – | 93 |
|
|
2023
Q2 | $349K | Sell |
5,165
-56
| -1% | -$3.78K | 0.19% | 73 |
|
|
2023
Q1 | $349K | Buy |
5,221
+325
| +7% | +$21.7K | 0.21% | 73 |
|
|
2022
Q4 | $302K | Sell |
4,896
-34
| -0.7% | -$2.1K | 0.17% | 81 |
|
|
2022
Q3 | $260K | Buy |
4,930
+189
| +4% | +$9.97K | 0.17% | 78 |
|
|
2022
Q2 | $279K | Buy |
+4,741
| New | +$279K | 0.17% | 77 |
|