AWM
Accurate 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 | $7.4M | Buy |
88,185
+11,342
| +15% | +$951K | 1.13% | 13 |
|
|
2025
Q1 | $5.64M | Buy |
76,843
+3,108
| +4% | +$228K | 1.08% | 14 |
|
|
2024
Q4 | $5.14M | Buy |
73,735
+14,424
| +24% | +$1.01M | 0.99% | 17 |
|
|
2024
Q3 | $4.49M | Buy |
59,311
+13,314
| +29% | +$1.01M | 0.9% | 19 |
|
|
2024
Q2 | $3.45M | Buy |
45,997
+5,238
| +13% | +$393K | 0.83% | 27 |
|
|
2024
Q1 | $2.88M | Sell |
40,759
-911
| -2% | -$64.5K | 0.84% | 33 |
|
|
2023
Q4 | $2.91M | Buy |
41,670
+201
| +0.5% | +$14K | 0.9% | 24 |
|
|
2023
Q3 | $2.66M | Buy |
41,469
+9,567
| +30% | +$614K | 0.84% | 31 |
|
|
2023
Q2 | $2.2M | Buy |
31,902
+12,882
| +68% | +$889K | 0.69% | 35 |
|
|
2023
Q1 | $1.28M | Buy |
19,020
+2,612
| +16% | +$175K | 0.44% | 65 |
|
|
2022
Q4 | $1.06M | Buy |
+16,408
| New | +$1.06M | 0.39% | 58 |
|