AEPWM
Atlantic Edge Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
50,666
-2,347
| -4% | -$210K | 1.24% | 21 |
|
|
2025
Q1 | $4.33M | Sell |
53,013
-80
| -0.2% | -$6.54K | 1.32% | 18 |
|
|
2024
Q4 | $4.01M | Buy |
53,093
+1,183
| +2% | +$89.4K | 1.24% | 20 |
|
|
2024
Q3 | $4.34M | Sell |
51,910
-3,270
| -6% | -$273K | 1.32% | 16 |
|
|
2024
Q2 | $4.32M | Sell |
55,180
-230
| -0.4% | -$18K | 1.44% | 16 |
|
|
2024
Q1 | $4.43M | Buy |
55,410
+88
| +0.2% | +$7.03K | 1.52% | 16 |
|
|
2023
Q4 | $4.17M | Buy |
+55,322
| New | +$4.17M | 1.69% | 14 |
|