WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $396K | Buy |
6,080
+3,400
| +127% | +$221K | 0.09% | 234 |
|
|
2017
Q1 | $167K | Sell |
2,680
-3,359
| -56% | -$209K | 0.04% | 369 |
|
|
2016
Q4 | $349K | Sell |
6,039
-180
| -3% | -$10.4K | 0.09% | 253 |
|
|
2016
Q3 | $368K | Buy |
6,219
+24
| +0.4% | +$1.42K | 0.09% | 225 |
|
|
2016
Q2 | $346K | Buy |
6,195
+76
| +1% | +$4.25K | 0.09% | 215 |
|
|
2016
Q1 | $350K | Buy |
6,119
+2,275
| +59% | +$130K | 0.1% | 212 |
|
|
2015
Q4 | $226K | Sell |
3,844
-1,620
| -30% | -$95.2K | 0.07% | 265 |
|
|
2015
Q3 | $313K | Sell |
5,464
-1,157
| -17% | -$66.3K | 0.1% | 207 |
|
|
2015
Q2 | $420K | Buy |
6,621
+1,049
| +19% | +$66.5K | 0.12% | 195 |
|
|
2015
Q1 | $358K | Sell |
5,572
-975
| -15% | -$62.6K | 0.1% | 229 |
|
|
2014
Q4 | $398K | Sell |
6,547
-3,273
| -33% | -$199K | 0.08% | 270 |
|
|
2014
Q3 | $630K | Sell |
9,820
-526
| -5% | -$33.7K | 0.12% | 208 |
|
|
2014
Q2 | $707K | Buy |
10,346
+237
| +2% | +$16.2K | 0.13% | 188 |
|
|
2014
Q1 | $679K | Sell |
10,109
-2,800
| -22% | -$188K | 0.14% | 187 |
|
|
2013
Q4 | $866K | Sell |
12,909
-1,099
| -8% | -$73.7K | 0.12% | 194 |
|
|
2013
Q3 | $894K | Sell |
14,008
-11,499
| -45% | -$734K | 0.14% | 174 |
|
|
2013
Q2 | $1.46M | Buy |
+25,507
| New | +$1.46M | 0.24% | 102 |
|