WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $212K | Buy |
+2,950
| New | +$212K | 0.07% | 241 |
|
|
2020
Q3 | – | Sell |
-5,371
| Closed | -$307K | – | 223 |
|
|
2020
Q2 | $307K | Buy |
+5,371
| New | +$307K | 0.15% | 113 |
|
|
2020
Q1 | – | Sell |
-105,617
| Closed | -$6.89M | – | 31 |
|
|
2019
Q4 | $6.89M | Hold |
105,617
| – | – | 4.07% | 8 |
|
|
2019
Q3 | $6.45M | Buy |
+105,617
| New | +$6.45M | 3.43% | 9 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 7 |
|