AWM
Axxcess 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 | $11.7M | Buy |
139,759
+41,355
| +42% | +$3.45M | 0.27% | 73 |
|
|
2025
Q1 | $7.44M | Sell |
98,404
-12,838
| -12% | -$971K | 0.2% | 96 |
|
|
2024
Q4 | $7.82M | Sell |
111,242
-16,571
| -13% | -$1.16M | 0.19% | 91 |
|
|
2024
Q3 | $9.98M | Buy |
127,813
+5,228
| +4% | +$408K | 0.24% | 72 |
|
|
2024
Q2 | $8.9M | Buy |
122,585
+6,100
| +5% | +$443K | 0.24% | 78 |
|
|
2024
Q1 | $8.65M | Buy |
116,485
+8,822
| +8% | +$655K | 0.24% | 78 |
|
|
2023
Q4 | $7.57M | Sell |
107,663
-2,291
| -2% | -$161K | 0.22% | 91 |
|
|
2023
Q3 | $7.08M | Buy |
109,954
+21,015
| +24% | +$1.35M | 0.24% | 81 |
|
|
2023
Q2 | $6M | Buy |
88,939
+29,760
| +50% | +$2.01M | 0.43% | 53 |
|
|
2023
Q1 | $3.96M | Sell |
59,179
-14,275
| -19% | -$954K | 0.3% | 71 |
|
|
2022
Q4 | $4.53M | Buy |
73,454
+15,597
| +27% | +$961K | 0.37% | 59 |
|
|
2022
Q3 | $3.05M | Buy |
57,857
+721
| +1% | +$38K | 0.29% | 75 |
|
|
2022
Q2 | $3.36M | Buy |
57,136
+340
| +0.6% | +$20K | 0.31% | 72 |
|
|
2022
Q1 | $3.95M | Buy |
56,796
+250
| +0.4% | +$17.4K | 0.31% | 67 |
|
|
2021
Q4 | $4.22M | Buy |
+56,546
| New | +$4.22M | 0.31% | 62 |
|