AWA
Acorn 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,161
| Closed | -$289K | – | 171 |
|
|
2022
Q1 | $289K | Buy |
4,161
+93
| +2% | +$6.46K | 0.2% | 129 |
|
|
2021
Q4 | $304K | Buy |
4,068
+42
| +1% | +$3.14K | 0.19% | 132 |
|
|
2021
Q3 | $299K | Buy |
4,026
+42
| +1% | +$3.12K | 0.21% | 119 |
|
|
2021
Q2 | $298K | Buy |
3,984
+33
| +0.8% | +$2.47K | 0.21% | 119 |
|
|
2021
Q1 | $285K | Hold |
3,951
| – | – | 0.2% | 118 |
|
|
2020
Q4 | $273K | Buy |
+3,951
| New | +$273K | 0.21% | 114 |
|
|
2018
Q3 | – | Sell |
-2,284
| Closed | -$143K | – | 269 |
|
|
2018
Q2 | $143K | Hold |
2,284
| – | – | 0.12% | 139 |
|
|
2018
Q1 | $153K | Buy |
+2,284
| New | +$153K | 0.13% | 130 |
|