BWCS
Beirne Wealth Consulting Services’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
19,276
+9,416
| +95% | +$842K | 0.56% | 34 |
|
|
2025
Q1 | $806K | Buy |
9,860
+384
| +4% | +$31.4K | 0.29% | 48 |
|
|
2024
Q4 | $717K | Buy |
9,476
+1,736
| +22% | +$131K | 0.26% | 50 |
|
|
2024
Q3 | $648K | Sell |
7,740
-123
| -2% | -$10.3K | 0.23% | 51 |
|
|
2024
Q2 | $616K | Sell |
7,863
-535
| -6% | -$41.9K | 0.25% | 54 |
|
|
2024
Q1 | $671K | Buy |
8,398
+7
| +0.1% | +$559 | 0.28% | 51 |
|
|
2023
Q4 | $632K | Buy |
8,391
+2,341
| +39% | +$176K | 0.31% | 64 |
|
|
2023
Q3 | $439K | Hold |
6,050
| – | – | 0.35% | 55 |
|
|
2023
Q2 | $439K | Buy |
6,050
+2,033
| +51% | +$147K | 0.35% | 55 |
|
|
2023
Q1 | $287K | Sell |
4,017
-557
| -12% | -$39.8K | 0.2% | 76 |
|
|
2022
Q4 | $300K | Sell |
4,574
-5,539
| -55% | -$364K | 0.15% | 68 |
|
|
2022
Q3 | $566K | Buy |
10,113
+4,615
| +84% | +$258K | 0.22% | 57 |
|
|
2022
Q2 | $344K | Buy |
+5,498
| New | +$344K | 0.22% | 63 |
|
|
2021
Q4 | – | Sell |
-3,115
| Closed | -$243K | – | 107 |
|
|
2021
Q3 | $243K | Hold |
3,115
| – | – | 0.14% | 88 |
|
|
2021
Q2 | $245K | Hold |
3,115
| – | – | 0.13% | 89 |
|
|
2021
Q1 | $236K | Sell |
3,115
-101
| -3% | -$7.65K | 0.14% | 82 |
|
|
2020
Q4 | $235K | Buy |
+3,216
| New | +$235K | 0.12% | 132 |
|
|
2020
Q1 | – | Sell |
-10,082
| Closed | -$700K | – | 81 |
|
|
2019
Q4 | $700K | Buy |
10,082
+15
| +0.1% | +$1.04K | 0.62% | 34 |
|
|
2019
Q3 | $656K | Hold |
10,067
| – | – | 0.55% | 47 |
|
|
2019
Q2 | $662K | Buy |
10,067
+1,600
| +19% | +$105K | 0.59% | 47 |
|
|
2019
Q1 | $549K | Sell |
8,467
-354
| -4% | -$23K | 0.43% | 69 |
|
|
2018
Q4 | $518K | Buy |
+8,821
| New | +$518K | 0.44% | 68 |
|