AWA
Acorn 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 | $364K | Sell |
4,075
-53
| -1% | -$4.74K | 0.14% | 152 |
|
|
2025
Q1 | $337K | Hold |
4,128
| – | – | 0.14% | 146 |
|
|
2024
Q4 | $312K | Sell |
4,128
-132
| -3% | -$9.98K | 0.13% | 157 |
|
|
2024
Q3 | $356K | Sell |
4,260
-109
| -2% | -$9.12K | 0.15% | 137 |
|
|
2024
Q2 | $342K | Sell |
4,369
-62
| -1% | -$4.86K | 0.17% | 131 |
|
|
2024
Q1 | $354K | Sell |
4,431
-32
| -0.7% | -$2.56K | 0.18% | 113 |
|
|
2023
Q4 | $336K | Sell |
4,463
-140
| -3% | -$10.5K | 0.2% | 112 |
|
|
2023
Q3 | $317K | Buy |
4,603
+393
| +9% | +$27.1K | 0.21% | 108 |
|
|
2023
Q2 | $305K | Buy |
4,210
+112
| +3% | +$8.12K | 0.21% | 116 |
|
|
2023
Q1 | $293K | Sell |
4,098
-41
| -1% | -$2.93K | 0.22% | 114 |
|
|
2022
Q4 | $272K | Sell |
4,139
-887
| -18% | -$58.3K | 0.21% | 116 |
|
|
2022
Q3 | $281K | Sell |
5,026
-42
| -0.8% | -$2.35K | 0.23% | 106 |
|
|
2022
Q2 | $317K | Sell |
5,068
-447
| -8% | -$28K | 0.25% | 108 |
|
|
2022
Q1 | $406K | Buy |
5,515
+71
| +1% | +$5.23K | 0.28% | 93 |
|
|
2021
Q4 | $428K | Sell |
5,444
-274
| -5% | -$21.5K | 0.27% | 90 |
|
|
2021
Q3 | $446K | Sell |
5,718
-73
| -1% | -$5.69K | 0.31% | 79 |
|
|
2021
Q2 | $457K | Buy |
5,791
+388
| +7% | +$30.6K | 0.32% | 78 |
|
|
2021
Q1 | $410K | Buy |
5,403
+380
| +8% | +$28.8K | 0.29% | 81 |
|
|
2020
Q4 | $366K | Buy |
5,023
+746
| +17% | +$54.4K | 0.29% | 83 |
|
|
2020
Q3 | $272K | Sell |
4,277
-48
| -1% | -$3.05K | 0.24% | 94 |
|
|
2020
Q2 | $263K | Buy |
4,325
+238
| +6% | +$14.5K | 0.24% | 90 |
|
|
2020
Q1 | $217K | Buy |
4,087
+582
| +17% | +$30.9K | 0.24% | 91 |
|
|
2019
Q4 | $243K | Buy |
3,505
+3
| +0.1% | +$208 | 0.2% | 102 |
|
|
2019
Q3 | $238K | Sell |
3,502
-12
| -0.3% | -$816 | 0.2% | 103 |
|
|
2019
Q2 | $222K | Sell |
3,514
-23
| -0.7% | -$1.45K | 0.2% | 108 |
|
|
2019
Q1 | $235K | Hold |
3,537
| – | – | 0.21% | 108 |
|
|
2018
Q4 | $216K | Buy |
3,537
+285
| +9% | +$17.4K | 0.22% | 101 |
|
|
2018
Q3 | $205K | Hold |
3,252
| – | – | 0.2% | 114 |
|
|
2018
Q2 | $216K | Buy |
3,252
+274
| +9% | +$18.2K | 0.18% | 105 |
|
|
2018
Q1 | $212K | Buy |
2,978
+112
| +4% | +$7.97K | 0.18% | 108 |
|
|
2017
Q4 | $207K | Buy |
+2,866
| New | +$207K | 0.19% | 98 |
|