Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.71M | Buy |
48,824
+2,468
| +5% | +$187K | 3.37% | 9 |
|
|
2024
Q3 | $3.42M | Buy |
+46,356
| New | +$3.42M | 2.6% | 10 |
|
|
2024
Q2 | – | Sell |
-34,399
| Closed | -$2.55M | – | 107 |
|
|
2024
Q1 | $2.55M | Sell |
34,399
-16,390
| -32% | -$1.22M | 1.19% | 22 |
|
|
2023
Q4 | $3.57M | Buy |
+50,789
| New | +$3.57M | 3.02% | 7 |
|
|
2020
Q4 | $3.57M | Buy |
+50,789
| New | +$3.57M | 3.02% | 7 |
|