1WA
180 Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
32,302
-456
| -1% | -$38.1K | 0.38% | 65 |
|
|
2025
Q1 | $2.48M | Sell |
32,758
-281
| -0.9% | -$21.3K | 0.39% | 67 |
|
|
2024
Q4 | $2.32M | Sell |
33,039
-11
| -0% | -$773 | 0.36% | 64 |
|
|
2024
Q3 | $2.58M | Sell |
33,050
-34
| -0.1% | -$2.65K | 0.41% | 67 |
|
|
2024
Q2 | $2.48M | Sell |
33,084
-214
| -0.6% | -$16K | 0.4% | 66 |
|
|
2024
Q1 | $2.47M | Sell |
33,298
-507
| -1% | -$37.6K | 0.44% | 59 |
|
|
2023
Q4 | $2.35M | Sell |
33,805
-528
| -2% | -$36.7K | 0.47% | 55 |
|
|
2023
Q3 | $2.21M | Buy |
34,333
+16
| +0% | +$1.03K | 0.5% | 50 |
|
|
2023
Q2 | $2.32M | Sell |
34,317
-185
| -0.5% | -$12.5K | 0.51% | 52 |
|
|
2023
Q1 | $2.31M | Sell |
34,502
-450
| -1% | -$30.1K | 0.54% | 50 |
|
|
2022
Q4 | $2.35M | Sell |
34,952
-1,046
| -3% | -$70.4K | 0.55% | 51 |
|
|
2022
Q3 | $1.9M | Sell |
35,998
-933
| -3% | -$49.1K | 0.52% | 54 |
|
|
2022
Q2 | $2.18M | Sell |
36,931
-623
| -2% | -$36.7K | 0.56% | 47 |
|
|
2022
Q1 | $2.55M | Sell |
37,554
-865
| -2% | -$58.8K | 0.56% | 48 |
|
|
2021
Q4 | $2.77M | Sell |
38,419
-962
| -2% | -$69.4K | 0.62% | 34 |
|
|
2021
Q3 | $2.99M | Sell |
39,381
-1,219
| -3% | -$92.7K | 0.66% | 31 |
|
|
2021
Q2 | $3.1M | Sell |
40,600
-358
| -0.9% | -$27.3K | 0.71% | 29 |
|
|
2021
Q1 | $3.12M | Sell |
40,958
-1,948
| -5% | -$148K | 0.77% | 27 |
|
|
2020
Q4 | $3.04M | Sell |
42,906
-1,654
| -4% | -$117K | 0.88% | 23 |
|
|
2020
Q3 | $2.73M | Sell |
44,560
-1,993
| -4% | -$122K | 1.02% | 17 |
|
|
2020
Q2 | $2.78M | Sell |
46,553
-7,448
| -14% | -$444K | 1.1% | 16 |
|
|
2020
Q1 | $2.62M | Buy |
54,001
+995
| +2% | +$48.3K | 1.36% | 13 |
|
|
2019
Q4 | $3.48M | Sell |
53,006
-1,570
| -3% | -$103K | 1.39% | 12 |
|
|
2019
Q3 | $3.36M | Buy |
54,576
+2,198
| +4% | +$135K | 1.49% | 12 |
|
|
2019
Q2 | $3.15M | Buy |
52,378
+628
| +1% | +$37.8K | 1.42% | 13 |
|
|
2019
Q1 | $3.16M | Buy |
51,750
+16,261
| +46% | +$992K | 1.43% | 12 |
|
|
2018
Q4 | $2.27M | Sell |
35,489
-634
| -2% | -$40.6K | 1.06% | 15 |
|
|
2018
Q3 | $2.32M | Buy |
36,123
+4,633
| +15% | +$297K | 1.07% | 16 |
|
|
2018
Q2 | $2M | Buy |
31,490
+9,734
| +45% | +$617K | 0.99% | 20 |
|
|
2018
Q1 | $1.43M | Buy |
21,756
+6,896
| +46% | +$454K | 0.74% | 37 |
|
|
2017
Q4 | $982K | Buy |
+14,860
| New | +$982K | 0.5% | 61 |
|