AEPWM
Atlantic Edge Private Wealth Management’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 | $22.9M | Sell |
274,350
-48
| -0% | -$4.01K | 6.28% | 1 |
|
|
2025
Q1 | $20.8M | Buy |
274,398
+24,592
| +10% | +$1.86M | 6.34% | 1 |
|
|
2024
Q4 | $17.6M | Sell |
249,806
-7,018
| -3% | -$493K | 5.43% | 2 |
|
|
2024
Q3 | $20M | Buy |
256,824
+16,239
| +7% | +$1.27M | 6.1% | 1 |
|
|
2024
Q2 | $17.5M | Buy |
240,585
+27,053
| +13% | +$1.97M | 5.84% | 1 |
|
|
2024
Q1 | $15.8M | Buy |
213,532
+21,927
| +11% | +$1.63M | 5.45% | 2 |
|
|
2023
Q4 | $13.5M | Buy |
+191,605
| New | +$13.5M | 5.48% | 2 |
|