AWA
Amplius 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 | $767K | Buy |
8,579
+500
| +6% | +$44.7K | 0.07% | 94 |
|
|
2025
Q1 | $660K | Hold |
8,079
| – | – | 0.07% | 95 |
|
|
2024
Q4 | $611K | Buy |
8,079
+716
| +10% | +$54.1K | 0.06% | 93 |
|
|
2024
Q3 | $616K | Hold |
7,363
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $577K | Hold |
7,363
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $588K | Hold |
7,363
| – | – | 0.07% | 93 |
|
|
2023
Q4 | $555K | Sell |
7,363
-7,327
| -50% | -$552K | 0.07% | 90 |
|
|
2023
Q3 | $1.01M | Hold |
14,690
| – | – | 0.14% | 66 |
|
|
2023
Q2 | $1.07M | Sell |
14,690
-420
| -3% | -$30.5K | 0.14% | 65 |
|
|
2023
Q1 | $1.08M | Hold |
15,110
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $992K | Sell |
15,110
-35
| -0.2% | -$2.3K | 0.16% | 71 |
|
|
2022
Q3 | $848K | Hold |
15,145
| – | – | 0.15% | 65 |
|
|
2022
Q2 | $946K | Hold |
15,145
| – | – | 0.15% | 61 |
|
|
2022
Q1 | $1.11M | Hold |
15,145
| – | – | 0.17% | 60 |
|
|
2021
Q4 | $1.19M | Buy |
+15,145
| New | +$1.19M | 0.16% | 60 |
|