AWM
Axxcess 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 | $1.22M | Buy |
13,634
+9,010
| +195% | +$805K | 0.03% | 379 |
|
|
2025
Q1 | $378K | Sell |
4,624
-17,955
| -80% | -$1.47M | 0.01% | 609 |
|
|
2024
Q4 | $1.71M | Sell |
22,579
-16,278
| -42% | -$1.23M | 0.04% | 309 |
|
|
2024
Q3 | $3.25M | Sell |
38,857
-7,302
| -16% | -$611K | 0.08% | 189 |
|
|
2024
Q2 | $3.62M | Buy |
46,159
+41,570
| +906% | +$3.26M | 0.1% | 169 |
|
|
2024
Q1 | $366K | Sell |
4,589
-7,881
| -63% | -$629K | 0.01% | 614 |
|
|
2023
Q4 | $940K | Buy |
12,470
+4,630
| +59% | +$349K | 0.03% | 369 |
|
|
2023
Q3 | $540K | Sell |
7,840
-5,220
| -40% | -$360K | 0.02% | 451 |
|
|
2023
Q2 | $947K | Buy |
13,060
+5,505
| +73% | +$399K | 0.07% | 240 |
|
|
2023
Q1 | $540K | Sell |
7,555
-233
| -3% | -$16.7K | 0.04% | 357 |
|
|
2022
Q4 | $511K | Sell |
7,788
-53,653
| -87% | -$3.52M | 0.04% | 354 |
|
|
2022
Q3 | $3.44M | Buy |
+61,441
| New | +$3.44M | 0.33% | 66 |
|
|
2022
Q2 | – | Sell |
-148,233
| Closed | -$10.9M | – | 567 |
|
|
2022
Q1 | $10.9M | Sell |
148,233
-4,052
| -3% | -$298K | 0.85% | 16 |
|
|
2021
Q4 | $12M | Buy |
+152,285
| New | +$12M | 0.87% | 16 |
|