Wharton Business Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,045
| Closed | -$211K | – | 109 |
|
|
2019
Q4 | $211K | Buy |
+3,045
| New | +$211K | 0.02% | 114 |
|
|
2019
Q3 | – | Sell |
-3,045
| Closed | -$200K | – | 103 |
|
|
2019
Q2 | $200K | Buy |
+3,045
| New | +$200K | 0.02% | 99 |
|
|
2018
Q4 | – | Sell |
-3,045
| Closed | -$207K | – | 98 |
|
|
2018
Q3 | $207K | Hold |
3,045
| – | – | 0.02% | 97 |
|
|
2018
Q2 | $203K | Hold |
3,045
| – | – | 0.02% | 99 |
|
|
2018
Q1 | $212K | Hold |
3,045
| – | – | 0.02% | 96 |
|
|
2017
Q4 | $214K | Sell |
3,045
-2,534
| -45% | -$178K | 0.02% | 102 |
|
|
2017
Q3 | $382K | Buy |
+5,579
| New | +$382K | 0.04% | 81 |
|