Zeke Capital Advisors’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 | $651K | Sell |
10,561
-232
| -2% | -$14.3K | 0.04% | 199 |
|
|
2022
Q3 | $568K | Buy |
10,793
+109
| +1% | +$5.74K | 0.04% | 194 |
|
|
2022
Q2 | $629K | Hold |
10,684
| – | – | 0.04% | 188 |
|
|
2022
Q1 | $743K | Buy |
10,684
+2,428
| +29% | +$169K | 0.04% | 175 |
|
|
2021
Q4 | $616K | Buy |
8,256
+702
| +9% | +$52.4K | 0.04% | 131 |
|
|
2021
Q3 | $561K | Hold |
7,554
| – | – | 0.03% | 130 |
|
|
2021
Q2 | $565K | Hold |
7,554
| – | – | 0.04% | 133 |
|
|
2021
Q1 | $544K | Hold |
7,554
| – | – | 0.04% | 123 |
|
|
2020
Q4 | $522K | Hold |
7,554
| – | – | 0.04% | 114 |
|
|
2020
Q3 | $455K | Buy |
+7,554
| New | +$455K | 0.05% | 116 |
|