Wagner Wealth Management’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
Q1 | – | Sell |
-2,990
| Closed | -$184K | – | 228 |
|
|
2022
Q4 | $184K | Buy |
+2,990
| New | +$184K | 0.11% | 115 |
|
|
2022
Q1 | – | Sell |
-62
| Closed | -$5K | – | 419 |
|
|
2021
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 537 |
|
|
2021
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 572 |
|