BWA
Burt 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 | $399K | Buy |
4,785
+14
| +0.3% | +$1.17K | 0.09% | 81 |
|
|
2025
Q1 | $361K | Sell |
4,771
-75
| -2% | -$5.67K | 0.09% | 79 |
|
|
2024
Q4 | $341K | Buy |
4,846
+13
| +0.3% | +$914 | 0.09% | 85 |
|
|
2024
Q3 | $377K | Hold |
4,833
| – | – | 0.09% | 79 |
|
|
2024
Q2 | $351K | Sell |
4,833
-32
| -0.7% | -$2.32K | 0.09% | 77 |
|
|
2024
Q1 | $361K | Hold |
4,865
| – | – | 0.09% | 85 |
|
|
2023
Q4 | $342K | Buy |
4,865
+10
| +0.2% | +$704 | 0.1% | 75 |
|
|
2023
Q3 | $312K | Hold |
4,855
| – | – | 0.1% | 78 |
|
|
2023
Q2 | $328K | Buy |
4,855
+14
| +0.3% | +$945 | 0.1% | 77 |
|
|
2023
Q1 | $324K | Hold |
4,841
| – | – | 0.1% | 76 |
|
|
2022
Q4 | $298K | Sell |
4,841
-846
| -15% | -$52.1K | 0.1% | 81 |
|
|
2022
Q3 | $300K | Sell |
5,687
-2,360
| -29% | -$124K | 0.12% | 68 |
|
|
2022
Q2 | $474K | Sell |
8,047
-483
| -6% | -$28.5K | 0.16% | 47 |
|
|
2022
Q1 | $593K | Sell |
8,530
-9,883
| -54% | -$687K | 0.18% | 47 |
|
|
2021
Q4 | $1.37M | Buy |
18,413
+12
| +0.1% | +$895 | 0.45% | 21 |
|
|
2021
Q3 | $1.37M | Sell |
18,401
-258
| -1% | -$19.2K | 0.44% | 24 |
|
|
2021
Q2 | $1.4M | Buy |
18,659
+10
| +0.1% | +$749 | 0.5% | 21 |
|
|
2021
Q1 | $1.34M | Sell |
18,649
-214
| -1% | -$15.4K | 0.5% | 22 |
|
|
2020
Q4 | $1.3M | Buy |
18,863
+2,767
| +17% | +$191K | 0.45% | 21 |
|
|
2020
Q3 | $970K | Sell |
16,096
-626
| -4% | -$37.7K | 0.36% | 24 |
|
|
2020
Q2 | $956K | Sell |
16,722
-12,596
| -43% | -$720K | 0.39% | 22 |
|
|
2020
Q1 | $1.46M | Buy |
29,318
+27,957
| +2,054% | +$1.4M | 0.66% | 17 |
|
|
2019
Q4 | $89K | Sell |
1,361
-56
| -4% | -$3.66K | 0.03% | 133 |
|
|
2019
Q3 | $87K | Buy |
1,417
+240
| +20% | +$14.7K | 0.04% | 134 |
|
|
2019
Q2 | $72K | Buy |
1,177
+13
| +1% | +$795 | 0.03% | 144 |
|
|
2019
Q1 | $71K | Sell |
1,164
-30,129
| -96% | -$1.84M | 0.03% | 145 |
|
|
2018
Q4 | $1.72M | Buy |
31,293
+28,013
| +854% | +$1.54M | 0.81% | 16 |
|
|
2018
Q3 | $210K | Buy |
+3,280
| New | +$210K | 0.1% | 79 |
|
|
2016
Q1 | – | Sell |
-475
| Closed | -$25K | – | 692 |
|
|
2015
Q4 | $25K | Buy |
+475
| New | +$25K | 0.02% | 185 |
|