BSWA
Bromfield Sneider Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $355K | Hold |
4,444
| – | – | 0.22% | 38 |
|
|
2023
Q4 | $335K | Hold |
4,444
| – | – | 0.23% | 34 |
|
|
2023
Q3 | $306K | Hold |
4,444
| – | – | 0.23% | 34 |
|
|
2023
Q2 | $322K | Hold |
4,444
| – | – | 0.26% | 30 |
|
|
2023
Q1 | $318K | Hold |
4,444
| – | – | 0.27% | 28 |
|
|
2022
Q4 | $292K | Hold |
4,444
| – | – | 0.27% | 30 |
|
|
2022
Q3 | $249K | Hold |
4,444
| – | – | 0.29% | 29 |
|
|
2022
Q2 | $278K | Hold |
4,444
| – | – | 0.34% | 23 |
|
|
2022
Q1 | $327K | Hold |
4,444
| – | – | 0.34% | 18 |
|
|
2021
Q4 | $350K | Buy |
+4,444
| New | +$350K | 0.36% | 17 |
|