Vontobel Swiss Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,337
Closed -$232K 81
2020
Q1
$232K Sell
4,337
-3,453
-44% -$185K 0.18% 79
2019
Q4
$541K Sell
7,790
-1,500
-16% -$104K 0.35% 60
2019
Q3
$606K Hold
9,290
0.39% 59
2019
Q2
$611K Buy
+9,290
New +$611K 0.33% 67