Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.04M | Buy |
50,444
+24,529
| +95% | +$1.48M | 0.11% | 95 |
|
|
2020
Q2 | $1.48M | Sell |
25,915
-701
| -3% | -$40.1K | 0.11% | 117 |
|
|
2020
Q1 | $1.33M | Buy |
26,616
+5,162
| +24% | +$258K | 0.12% | 112 |
|
|
2019
Q4 | $1.4M | Sell |
21,454
-3,503
| -14% | -$229K | 0.09% | 128 |
|
|
2019
Q3 | $1.52M | Buy |
24,957
+573
| +2% | +$35K | 0.11% | 105 |
|
|
2019
Q2 | $1.5M | Buy |
24,384
+122
| +0.5% | +$7.49K | 0.11% | 105 |
|
|
2019
Q1 | $1.47M | Sell |
24,262
-4,710
| -16% | -$286K | 0.11% | 110 |
|
|
2018
Q4 | $1.59M | Sell |
28,972
-6,603
| -19% | -$363K | 0.14% | 90 |
|
|
2018
Q3 | $2.28M | Sell |
35,575
-1,268
| -3% | -$81.3K | 0.19% | 73 |
|
|
2018
Q2 | $2.34M | Sell |
36,843
-1,698
| -4% | -$108K | 0.21% | 66 |
|
|
2018
Q1 | $2.54M | Sell |
38,541
-268
| -0.7% | -$17.7K | 0.24% | 65 |
|
|
2017
Q4 | $2.57M | Buy |
38,809
+2,474
| +7% | +$164K | 0.25% | 67 |
|
|
2017
Q3 | $2.33M | Buy |
36,335
+4,894
| +16% | +$314K | 0.25% | 65 |
|
|
2017
Q2 | $1.91M | Buy |
31,441
+6,167
| +24% | +$375K | 0.23% | 72 |
|
|
2017
Q1 | $1.47M | Sell |
25,274
-8,156
| -24% | -$473K | 0.21% | 72 |
|
|
2016
Q4 | $1.79M | Sell |
33,430
-1,462
| -4% | -$78.4K | 0.27% | 59 |
|
|
2016
Q3 | $1.92M | Buy |
34,892
+569
| +2% | +$31.4K | 0.3% | 56 |
|
|
2016
Q2 | $1.78M | Sell |
34,323
-9,366
| -21% | -$486K | 0.3% | 54 |
|
|
2016
Q1 | $2.32M | Buy |
43,689
+2,478
| +6% | +$132K | 0.41% | 42 |
|
|
2015
Q4 | $2.24M | Buy |
+41,211
| New | +$2.24M | 0.42% | 39 |
|