AWM
Abound Wealth Management’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 | $9.31M | Buy |
111,469
+10,534
| +10% | +$879K | 2.63% | 11 |
|
|
2025
Q1 | $7.64M | Buy |
100,935
+366
| +0.4% | +$27.7K | 2.55% | 11 |
|
|
2024
Q4 | $7.07M | Buy |
100,569
+2,153
| +2% | +$151K | 2.27% | 12 |
|
|
2024
Q3 | $7.68M | Sell |
98,416
-2,645
| -3% | -$206K | 2.55% | 11 |
|
|
2024
Q2 | $7.34M | Buy |
101,061
+2,354
| +2% | +$171K | 2.71% | 10 |
|
|
2024
Q1 | $7.33M | Buy |
98,707
+160
| +0.2% | +$11.9K | 2.79% | 10 |
|
|
2023
Q4 | $6.93M | Buy |
98,547
+7,574
| +8% | +$533K | 2.78% | 11 |
|
|
2023
Q3 | $5.85M | Buy |
90,973
+576
| +0.6% | +$37.1K | 2.49% | 12 |
|
|
2023
Q2 | $6.1M | Buy |
90,397
+1,703
| +2% | +$115K | 2.55% | 12 |
|
|
2023
Q1 | $5.93M | Sell |
88,694
-2,754
| -3% | -$184K | 2.66% | 12 |
|
|
2022
Q4 | $5.64M | Buy |
91,448
+3,690
| +4% | +$227K | 2.76% | 12 |
|
|
2022
Q3 | $4.62M | Buy |
87,758
+41,354
| +89% | +$2.18M | 2.5% | 13 |
|
|
2022
Q2 | $2.73M | Buy |
46,404
+27,079
| +140% | +$1.59M | 1.52% | 14 |
|
|
2022
Q1 | $1.34M | Buy |
19,325
+2,160
| +13% | +$150K | 0.97% | 16 |
|
|
2021
Q4 | $1.28M | Buy |
+17,165
| New | +$1.28M | 1.01% | 14 |
|