BWA
BlueSky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
15,752
-192
| -1% | -$16K | 0.19% | 38 |
|
|
2025
Q1 | $1.21M | Sell |
15,944
-654
| -4% | -$49.5K | 0.19% | 40 |
|
|
2024
Q4 | $1.17M | Sell |
16,598
-2,979
| -15% | -$209K | 0.18% | 39 |
|
|
2024
Q3 | $1.53M | Sell |
19,577
-513
| -3% | -$40K | 0.24% | 37 |
|
|
2024
Q2 | $1.46M | Sell |
20,090
-273
| -1% | -$19.8K | 0.25% | 38 |
|
|
2024
Q1 | $1.51M | Sell |
20,363
-129
| -0.6% | -$9.57K | 1.18% | 14 |
|
|
2023
Q4 | $1.44M | Sell |
20,492
-269
| -1% | -$18.9K | 0.27% | 34 |
|
|
2023
Q3 | $1.34M | Sell |
20,761
-33
| -0.2% | -$2.12K | 0.27% | 34 |
|
|
2023
Q2 | $1.4M | Sell |
20,794
-1,641
| -7% | -$111K | 0.28% | 35 |
|
|
2023
Q1 | $1.5M | Sell |
22,435
-1,569
| -7% | -$105K | 0.31% | 35 |
|
|
2022
Q4 | $1.48M | Sell |
24,004
-579
| -2% | -$35.7K | 0.33% | 33 |
|
|
2022
Q3 | $1.3M | Sell |
24,583
-2,305
| -9% | -$121K | 0.3% | 35 |
|
|
2022
Q2 | $1.58M | Sell |
26,888
-2,559
| -9% | -$151K | 0.35% | 33 |
|
|
2022
Q1 | $2.05M | Sell |
29,447
-796
| -3% | -$55.3K | 0.4% | 30 |
|
|
2021
Q4 | $2.26M | Sell |
30,243
-1,698
| -5% | -$127K | 0.42% | 27 |
|
|
2021
Q3 | $2.37M | Sell |
31,941
-707
| -2% | -$52.5K | 0.46% | 24 |
|
|
2021
Q2 | $2.47M | Sell |
32,648
-660
| -2% | -$49.9K | 0.48% | 24 |
|
|
2021
Q1 | $2.46M | Sell |
33,308
-610
| -2% | -$45K | 0.55% | 23 |
|
|
2020
Q4 | $2.34M | Sell |
33,918
-170
| -0.5% | -$11.7K | 0.57% | 24 |
|
|
2020
Q3 | $2.11M | Sell |
34,088
-812
| -2% | -$50.2K | 0.55% | 24 |
|
|
2020
Q2 | $2M | Sell |
34,900
-6,715
| -16% | -$384K | 0.57% | 23 |
|
|
2020
Q1 | $2.08M | Sell |
41,615
-3,300
| -7% | -$165K | 0.77% | 23 |
|
|
2019
Q4 | $2.94M | Sell |
44,915
-813
| -2% | -$53.3K | 0.96% | 25 |
|
|
2019
Q3 | $2.75M | Sell |
45,728
-999
| -2% | -$60K | 0.95% | 25 |
|
|
2019
Q2 | $2.87M | Sell |
46,727
-828
| -2% | -$50.8K | 1.02% | 24 |
|
|
2019
Q1 | $2.94M | Sell |
47,555
-988
| -2% | -$61K | 1.06% | 24 |
|
|
2018
Q4 | $2.79M | Buy |
48,543
+3,977
| +9% | +$229K | 1.09% | 24 |
|
|
2018
Q3 | $2.76M | Buy |
44,566
+1,543
| +4% | +$95.7K | 1.05% | 21 |
|
|
2018
Q2 | $2.73M | Sell |
43,023
-1,787
| -4% | -$113K | 1.04% | 21 |
|
|
2018
Q1 | $2.95M | Sell |
44,810
-1,946
| -4% | -$128K | 1.13% | 20 |
|
|
2017
Q4 | $3.09M | Sell |
46,756
-1,604
| -3% | -$106K | 1.28% | 21 |
|
|
2017
Q3 | $3.1M | Sell |
48,360
-960
| -2% | -$61.6K | 1.34% | 21 |
|
|
2017
Q2 | $3M | Sell |
49,320
-2,251
| -4% | -$137K | 1.39% | 21 |
|
|
2017
Q1 | $2.99M | Sell |
51,571
-4,411
| -8% | -$256K | 1.43% | 21 |
|
|
2016
Q4 | $3M | Buy |
+55,982
| New | +$3M | 1.47% | 21 |
|