AWA
Amplius 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
29,137
+15,974
| +121% | +$1.33M | 0.23% | 53 |
|
|
2025
Q1 | $996K | Buy |
13,163
+4,033
| +44% | +$305K | 0.1% | 75 |
|
|
2024
Q4 | $642K | Buy |
9,130
+5,259
| +136% | +$370K | 0.07% | 91 |
|
|
2024
Q3 | $302K | Sell |
3,871
-1,107
| -22% | -$86.4K | 0.03% | 130 |
|
|
2024
Q2 | $362K | Sell |
4,978
-838
| -14% | -$60.9K | 0.04% | 114 |
|
|
2024
Q1 | $432K | Sell |
5,816
-495
| -8% | -$36.7K | 0.05% | 105 |
|
|
2023
Q4 | $444K | Sell |
6,311
-4,644
| -42% | -$327K | 0.05% | 103 |
|
|
2023
Q3 | $705K | Buy |
10,955
+162
| +2% | +$10.4K | 0.09% | 79 |
|
|
2023
Q2 | $729K | Sell |
10,793
-2,522
| -19% | -$170K | 0.1% | 78 |
|
|
2023
Q1 | $890K | Sell |
13,315
-939
| -7% | -$62.8K | 0.13% | 73 |
|
|
2022
Q4 | $879K | Sell |
14,254
-5,578
| -28% | -$344K | 0.14% | 75 |
|
|
2022
Q3 | $1.05M | Sell |
19,832
-381,594
| -95% | -$20.1M | 0.19% | 58 |
|
|
2022
Q2 | $23.6M | Buy |
401,426
+381,841
| +1,950% | +$22.5M | 3.82% | 7 |
|
|
2022
Q1 | $1.36M | Sell |
19,585
-4,687
| -19% | -$326K | 0.21% | 54 |
|
|
2021
Q4 | $1.81M | Buy |
+24,272
| New | +$1.81M | 0.25% | 47 |
|