AWMNH
Arcadia Wealth Management (New Hampshire)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
11,775
-25
| -0.2% | -$2.8K | 0.58% | 32 |
|
|
2025
Q1 | $1.18M | Sell |
11,800
-359
| -3% | -$35.9K | 0.58% | 30 |
|
|
2024
Q4 | $1.18M | Buy |
12,159
+82
| +0.7% | +$7.94K | 0.6% | 28 |
|
|
2024
Q3 | $1.3M | Buy |
12,077
+971
| +9% | +$104K | 0.68% | 26 |
|
|
2024
Q2 | $1.14M | Buy |
11,106
+239
| +2% | +$24.5K | 0.65% | 27 |
|
|
2024
Q1 | $1.13M | Sell |
10,867
-39
| -0.4% | -$4.05K | 0.69% | 24 |
|
|
2023
Q4 | $1.06M | Sell |
10,906
-1,405
| -11% | -$136K | 0.73% | 25 |
|
|
2023
Q3 | $1.06M | Sell |
12,311
-146
| -1% | -$12.6K | 0.83% | 22 |
|
|
2023
Q2 | $1.19M | Sell |
12,457
-57,580
| -82% | -$5.49M | 0.88% | 22 |
|
|
2023
Q1 | $6.56M | Buy |
70,037
+3,136
| +5% | +$294K | 5.44% | 5 |
|
|
2022
Q4 | $5.6M | Buy |
+66,901
| New | +$5.6M | 4.92% | 5 |
|