WR Wealth Planners’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 | $41.6K | Sell |
592
-418
| -41% | -$29.4K | 0.01% | 336 |
|
|
2024
Q3 | $78.9K | Sell |
1,010
-71
| -7% | -$5.54K | 0.02% | 284 |
|
|
2024
Q2 | $78.6K | Sell |
1,081
-96
| -8% | -$6.98K | 0.02% | 276 |
|
|
2024
Q1 | $87.4K | Buy |
+1,177
| New | +$87.4K | 0.03% | 269 |
|
|
2023
Q4 | – | Sell |
-1,596
| Closed | -$103K | – | 500 |
|
|
2023
Q3 | $103K | Sell |
1,596
-32
| -2% | -$2.06K | 0.04% | 229 |
|
|
2023
Q2 | $110K | Sell |
1,628
-217
| -12% | -$14.7K | 0.04% | 231 |
|
|
2023
Q1 | $123K | Sell |
1,845
-225
| -11% | -$15K | 0.05% | 219 |
|
|
2022
Q4 | $128K | Buy |
2,070
+54
| +3% | +$3.33K | 0.08% | 122 |
|
|
2022
Q3 | $106K | Buy |
2,016
+156
| +8% | +$8.22K | 0.07% | 124 |
|
|
2022
Q2 | $109K | Sell |
1,860
-319
| -15% | -$18.8K | 0.07% | 122 |
|
|
2022
Q1 | $151K | Buy |
+2,179
| New | +$151K | 0.09% | 112 |
|