AWA
Alta 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 | $310K | Buy |
+3,471
| New | +$310K | 0.15% | 92 |
|
|
2024
Q4 | – | Sell |
-2,410
| Closed | -$202K | – | 138 |
|
|
2024
Q3 | $202K | Buy |
+2,410
| New | +$202K | 0.09% | 130 |
|
|
2022
Q4 | – | Sell |
-3,680
| Closed | -$206K | – | 144 |
|
|
2022
Q3 | $206K | Hold |
3,680
| – | – | 0.15% | 131 |
|
|
2022
Q2 | $231K | Buy |
3,680
+26
| +0.7% | +$1.63K | 0.16% | 128 |
|
|
2022
Q1 | $269K | Hold |
3,654
| – | – | 0.16% | 130 |
|
|
2021
Q4 | $287K | Hold |
3,654
| – | – | 0.18% | 128 |
|
|
2021
Q3 | $285K | Sell |
3,654
-29
| -0.8% | -$2.26K | 0.21% | 125 |
|
|
2021
Q2 | $291K | Hold |
3,683
| – | – | 0.21% | 124 |
|
|
2021
Q1 | $279K | Sell |
3,683
-40
| -1% | -$3.03K | 0.23% | 118 |
|
|
2020
Q4 | $272K | Buy |
+3,723
| New | +$272K | 0.23% | 118 |
|