Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-31,341
| Closed | -$2.38M | – | 157 |
|
|
2021
Q1 | $2.38M | Sell |
31,341
-359
| -1% | -$27.2K | 0.23% | 104 |
|
|
2020
Q4 | $2.31M | Buy |
31,700
+69
| +0.2% | +$5.04K | 0.23% | 99 |
|
|
2020
Q3 | $2.01M | Buy |
31,631
+2,876
| +10% | +$183K | 0.22% | 100 |
|
|
2020
Q2 | $1.75M | Sell |
28,755
-652
| -2% | -$39.7K | 0.21% | 104 |
|
|
2020
Q1 | $1.57M | Sell |
29,407
-8,586
| -23% | -$459K | 0.23% | 97 |
|
|
2019
Q4 | $2.64M | Buy |
37,993
+15,817
| +71% | +$1.1M | 0.31% | 78 |
|
|
2019
Q3 | $1.49M | Sell |
22,176
-17,479
| -44% | -$1.18M | 0.19% | 110 |
|
|
2019
Q2 | $2.61M | Sell |
39,655
-952
| -2% | -$62.6K | 0.34% | 73 |
|
|
2019
Q1 | $2.63M | Buy |
40,607
+948
| +2% | +$61.5K | 0.35% | 72 |
|
|
2018
Q4 | $2.45M | Sell |
39,659
-7,110
| -15% | -$440K | 0.34% | 72 |
|
|
2018
Q3 | $3.18M | Sell |
46,769
-189
| -0.4% | -$12.9K | 0.39% | 69 |
|
|
2018
Q2 | $3.15M | Sell |
46,958
-12,243
| -21% | -$820K | 0.42% | 65 |
|
|
2018
Q1 | $4.13M | Buy |
59,201
+1,212
| +2% | +$84.5K | 0.52% | 53 |
|
|
2017
Q4 | $4.08M | Buy |
+57,989
| New | +$4.08M | 0.49% | 58 |
|