Wolff Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,126
| Closed | -$217K | – | 100 |
|
|
2022
Q3 | $217K | Sell |
4,126
-1
| -0% | -$53 | 0.1% | 92 |
|
|
2022
Q2 | $243K | Buy |
4,127
+50
| +1% | +$2.94K | 0.11% | 89 |
|
|
2022
Q1 | $283K | Sell |
4,077
-195
| -5% | -$13.5K | 0.11% | 90 |
|
|
2021
Q4 | $319K | Buy |
4,272
+37
| +0.9% | +$2.76K | 0.12% | 88 |
|
|
2021
Q3 | $314K | Buy |
+4,235
| New | +$314K | 0.27% | 33 |
|
|
2021
Q1 | $287K | Sell |
3,989
-49
| -1% | -$3.53K | 0.13% | 85 |
|
|
2020
Q4 | $279K | Sell |
4,038
-84
| -2% | -$5.8K | 0.15% | 79 |
|
|
2020
Q3 | $248K | Buy |
4,122
+67
| +2% | +$4.03K | 0.15% | 78 |
|
|
2020
Q2 | $232K | Buy |
4,055
+26
| +0.6% | +$1.49K | 0.15% | 79 |
|
|
2020
Q1 | $201K | Buy |
4,029
+101
| +3% | +$5.04K | 0.15% | 77 |
|
|
2019
Q4 | $256K | Buy |
3,928
+174
| +5% | +$11.3K | 0.17% | 75 |
|
|
2019
Q3 | $229K | Sell |
3,754
-1
| -0% | -$61 | 0.17% | 73 |
|
|
2019
Q2 | $231K | Buy |
3,755
+48
| +1% | +$2.95K | 0.18% | 75 |
|
|
2019
Q1 | $225K | Buy |
3,707
+38
| +1% | +$2.31K | 0.19% | 74 |
|
|
2018
Q4 | $202K | Buy |
+3,669
| New | +$202K | 0.2% | 77 |
|