APWA
Atlas Private 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 | $217K | Sell |
2,593
-1,024
| -28% | -$85.5K | 0.03% | 187 |
|
|
2025
Q1 | $274K | Sell |
3,617
-32
| -0.9% | -$2.42K | 0.04% | 152 |
|
|
2024
Q4 | $256K | Buy |
3,649
+1
| +0% | +$70 | 0.04% | 144 |
|
|
2024
Q3 | $285K | Sell |
3,648
-2
| -0.1% | -$156 | 0.04% | 126 |
|
|
2024
Q2 | $265K | Buy |
+3,650
| New | +$265K | 0.04% | 130 |
|
|
2024
Q1 | – | Sell |
-3,670
| Closed | -$258K | – | 135 |
|
|
2023
Q4 | $258K | Buy |
3,670
+4
| +0.1% | +$281 | 0.05% | 136 |
|
|
2023
Q3 | $236K | Buy |
3,666
+458
| +14% | +$29.5K | 0.04% | 160 |
|
|
2023
Q2 | $217K | Buy |
+3,208
| New | +$217K | 0.04% | 168 |
|
|
2021
Q4 | – | Sell |
-1,508
| Closed | -$112K | – | 408 |
|
|
2021
Q3 | $112K | Buy |
1,508
+21
| +1% | +$1.56K | 0.06% | 165 |
|
|
2021
Q2 | $111K | Sell |
1,487
-51
| -3% | -$3.81K | 0.06% | 151 |
|
|
2021
Q1 | $111K | Hold |
1,538
| – | – | 0.06% | 152 |
|
|
2020
Q4 | $106K | Buy |
1,538
+1
| +0.1% | +$69 | 0.07% | 150 |
|
|
2020
Q3 | $93K | Hold |
1,537
| – | – | 0.08% | 150 |
|
|
2020
Q2 | $88K | Buy |
+1,537
| New | +$88K | 0.08% | 154 |
|