AWA
Aaron Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Hold |
72,608
| – | – | 0.66% | 26 |
|
|
2025
Q1 | $5.93M | Sell |
72,608
-2,346
| -3% | -$192K | 0.68% | 22 |
|
|
2024
Q4 | $5.67M | Buy |
74,954
+136
| +0.2% | +$10.3K | 0.66% | 25 |
|
|
2024
Q3 | $6.26M | Sell |
74,818
-39
| -0.1% | -$3.26K | 0.75% | 20 |
|
|
2024
Q2 | $5.86M | Buy |
74,857
+5,583
| +8% | +$437K | 0.81% | 19 |
|
|
2024
Q1 | $5.53M | Hold |
69,274
| – | – | 0.79% | 20 |
|
|
2023
Q4 | $5.22M | Hold |
69,274
| – | – | 0.87% | 17 |
|
|
2023
Q3 | $4.77M | Sell |
69,274
-145
| -0.2% | -$9.99K | 0.62% | 29 |
|
|
2023
Q2 | $5.03M | Hold |
69,419
| – | – | 0.65% | 31 |
|
|
2023
Q1 | $4.96M | Hold |
69,419
| – | – | 0.68% | 33 |
|
|
2022
Q4 | $4.56M | Hold |
69,419
| – | – | 0.67% | 32 |
|
|
2022
Q3 | $3.89M | Sell |
69,419
-641
| -0.9% | -$35.9K | 0.72% | 35 |
|
|
2022
Q2 | $4.38M | Sell |
70,060
-4,869,677
| -99% | -$304M | 1.1% | 22 |
|
|
2022
Q1 | $67.1M | Buy |
4,939,737
+4,872,621
| +7,260% | +$66.2M | 0.93% | 19 |
|
|
2021
Q4 | $5.28M | Hold |
67,116
| – | – | 1.48% | 17 |
|
|
2021
Q3 | $5.24M | Buy |
67,116
+641
| +1% | +$50K | 1.48% | 16 |
|
|
2021
Q2 | $5.24M | Hold |
66,475
| – | – | 1.73% | 14 |
|
|
2021
Q1 | $5.04M | Hold |
66,475
| – | – | 1.85% | 14 |
|
|
2020
Q4 | $4.85M | Buy |
+66,475
| New | +$4.85M | 1.78% | 18 |
|