AWS
Aspen Wealth Strategies’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 | $8.79M | Buy |
105,245
+5,787
| +6% | +$483K | 5.3% | 5 |
|
|
2025
Q1 | $7.52M | Buy |
99,458
+4,099
| +4% | +$310K | 4.93% | 5 |
|
|
2024
Q4 | $6.7M | Buy |
95,359
+5,608
| +6% | +$394K | 4.29% | 6 |
|
|
2024
Q3 | $7.01M | Buy |
89,751
+4,665
| +5% | +$364K | 4.51% | 6 |
|
|
2024
Q2 | $6.39M | Sell |
85,086
-677
| -0.8% | -$50.9K | 4.44% | 6 |
|
|
2024
Q1 | $6.37M | Buy |
85,763
+9,199
| +12% | +$683K | 4.4% | 6 |
|
|
2023
Q4 | $5.39M | Buy |
+76,564
| New | +$5.39M | 3.92% | 6 |
|