Wealth Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,019
| Closed | -$237K | – | 140 |
|
|
2022
Q2 | $237K | Sell |
4,019
-568
| -12% | -$33.5K | 0.06% | 135 |
|
|
2022
Q1 | $319K | Buy |
+4,587
| New | +$319K | 0.07% | 118 |
|
|
2021
Q3 | $381K | Sell |
5,125
-234
| -4% | -$17.4K | 0.08% | 117 |
|
|
2021
Q2 | $401K | Buy |
+5,359
| New | +$401K | 0.1% | 113 |
|
|
2021
Q1 | – | Sell |
-5,642
| Closed | -$389K | – | 167 |
|
|
2020
Q4 | $389K | Sell |
5,642
-472
| -8% | -$32.5K | 0.11% | 110 |
|
|
2020
Q3 | $368K | Sell |
6,114
-994
| -14% | -$59.8K | 0.1% | 127 |
|
|
2020
Q2 | $406K | Sell |
7,108
-2,686
| -27% | -$153K | 0.11% | 118 |
|
|
2020
Q1 | $493K | Buy |
9,794
+1,481
| +18% | +$74.5K | 0.17% | 101 |
|
|
2019
Q4 | $542K | Buy |
+8,313
| New | +$542K | 0.14% | 112 |
|