BHWM
Beaird Harris 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
Q1 | $653K | Buy |
7,985
+40
| +0.5% | +$3.27K | 0.06% | 72 |
|
|
2024
Q4 | $601K | Buy |
7,945
+321
| +4% | +$24.3K | 0.05% | 77 |
|
|
2024
Q3 | $638K | Sell |
7,624
-24
| -0.3% | -$2.01K | 0.06% | 75 |
|
|
2024
Q2 | $599K | Sell |
7,648
-118
| -2% | -$9.24K | 0.06% | 71 |
|
|
2024
Q1 | $620K | Buy |
7,766
+62
| +0.8% | +$4.95K | 0.06% | 65 |
|
|
2023
Q4 | $581K | Buy |
7,704
+1
| +0% | +$75 | 0.06% | 59 |
|
|
2023
Q3 | $531K | Hold |
7,703
| – | – | 0.06% | 58 |
|
|
2023
Q2 | $558K | Sell |
7,703
-116
| -1% | -$8.41K | 0.07% | 55 |
|
|
2023
Q1 | $559K | Sell |
7,819
-58
| -0.7% | -$4.15K | 0.1% | 51 |
|
|
2022
Q4 | $517K | Sell |
7,877
-16,299
| -67% | -$1.07M | 0.1% | 51 |
|
|
2022
Q3 | $1.35M | Sell |
24,176
-4,073
| -14% | -$228K | 0.3% | 36 |
|
|
2022
Q2 | $1.77M | Buy |
28,249
+6,125
| +28% | +$383K | 0.49% | 25 |
|
|
2022
Q1 | $1.63M | Sell |
22,124
-286
| -1% | -$21K | 0.59% | 25 |
|
|
2021
Q4 | $1.76M | Buy |
+22,410
| New | +$1.76M | 0.64% | 23 |
|