BPWA
Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $16.7M | Buy |
256,038
+35,112
| +16% | +$2.29M | 3.08% | 5 |
|
|
2019
Q3 | $13.5M | Buy |
220,926
+61,870
| +39% | +$3.78M | 2.84% | 9 |
|
|
2019
Q2 | $9.76M | Buy |
159,056
+26,530
| +20% | +$1.63M | 2.06% | 12 |
|
|
2019
Q1 | $8.06M | Buy |
132,526
+46,492
| +54% | +$2.83M | 1.84% | 15 |
|
|
2018
Q4 | $4.73M | Buy |
+86,034
| New | +$4.73M | 1.71% | 10 |
|