AWM
Atticus 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 | $2.14M | Buy |
23,892
+1,265
| +6% | +$113K | 0.58% | 28 |
|
|
2025
Q1 | $1.85M | Sell |
22,627
-1,736
| -7% | -$142K | 0.6% | 29 |
|
|
2024
Q4 | $1.84M | Buy |
24,363
+742
| +3% | +$56.1K | 0.57% | 30 |
|
|
2024
Q3 | $1.98M | Buy |
23,621
+581
| +3% | +$48.6K | 0.63% | 27 |
|
|
2024
Q2 | $1.8M | Sell |
23,040
-2,546
| -10% | -$199K | 0.59% | 28 |
|
|
2024
Q1 | $2.04M | Sell |
25,586
-6,459
| -20% | -$516K | 0.67% | 26 |
|
|
2023
Q4 | $2.41M | Sell |
32,045
-17,741
| -36% | -$1.34M | 0.85% | 20 |
|
|
2023
Q3 | $3.43M | Buy |
49,786
+1,727
| +4% | +$119K | 1.31% | 14 |
|
|
2023
Q2 | $3.48M | Buy |
48,059
+1,031
| +2% | +$74.7K | 1.28% | 15 |
|
|
2023
Q1 | $3.36M | Buy |
47,028
+24,629
| +110% | +$1.76M | 1.28% | 15 |
|
|
2022
Q4 | $1.47M | Buy |
+22,399
| New | +$1.47M | 0.6% | 30 |
|
|
2022
Q3 | – | Sell |
-80,389
| Closed | -$5.02M | – | 579 |
|
|
2022
Q2 | $5.02M | Buy |
80,389
+719
| +0.9% | +$44.9K | 2.09% | 11 |
|
|
2022
Q1 | $5.86M | Buy |
79,670
+1,690
| +2% | +$124K | 2.14% | 11 |
|
|
2021
Q4 | $6.14M | Buy |
77,980
+4,089
| +6% | +$322K | 2.39% | 9 |
|
|
2021
Q3 | $5.77M | Buy |
73,891
+22,702
| +44% | +$1.77M | 2.53% | 9 |
|
|
2021
Q2 | $4.04M | Buy |
51,189
+7,762
| +18% | +$612K | 1.76% | 15 |
|
|
2021
Q1 | $3.3M | Buy |
43,427
+40,958
| +1,659% | +$3.11M | 1.57% | 16 |
|
|
2020
Q4 | $180K | Buy |
2,469
+216
| +10% | +$15.7K | 0.09% | 106 |
|
|
2020
Q3 | $143K | Buy |
2,253
+114
| +5% | +$7.24K | 0.09% | 106 |
|
|
2020
Q2 | $130K | Sell |
2,139
-15,895
| -88% | -$966K | 0.09% | 108 |
|
|
2020
Q1 | $964K | Sell |
18,034
-7,056
| -28% | -$377K | 0.78% | 31 |
|
|
2019
Q4 | $1.74M | Buy |
+25,090
| New | +$1.74M | 1.11% | 25 |
|