CWM
Cahaba 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
Q2 | $1.31M | Sell |
14,700
-197
| -1% | -$17.6K | 0.1% | 43 |
|
|
2025
Q1 | $1.22M | Sell |
14,897
-485
| -3% | -$39.6K | 0.1% | 43 |
|
|
2024
Q4 | $1.16M | Buy |
15,382
+181
| +1% | +$13.7K | 0.1% | 45 |
|
|
2024
Q3 | $1.27M | Sell |
15,201
-320
| -2% | -$26.8K | 0.1% | 42 |
|
|
2024
Q2 | $1.22M | Sell |
15,521
-160
| -1% | -$12.5K | 0.11% | 43 |
|
|
2024
Q1 | $1.25M | Sell |
15,681
-898
| -5% | -$71.7K | 0.11% | 41 |
|
|
2023
Q4 | $1.25M | Buy |
16,579
+182
| +1% | +$13.7K | 0.12% | 41 |
|
|
2023
Q3 | $1.13M | Sell |
16,397
-245
| -1% | -$16.9K | 0.12% | 45 |
|
|
2023
Q2 | $1.21M | Buy |
16,642
+170
| +1% | +$12.3K | 0.13% | 42 |
|
|
2023
Q1 | $1.18M | Sell |
16,472
-172
| -1% | -$12.3K | 0.13% | 40 |
|
|
2022
Q4 | $1.09M | Sell |
16,644
-273
| -2% | -$17.9K | 0.14% | 39 |
|
|
2022
Q3 | $947K | Buy |
16,917
+103
| +0.6% | +$5.77K | 0.13% | 45 |
|
|
2022
Q2 | $1.05M | Buy |
16,814
+350
| +2% | +$21.9K | 0.15% | 41 |
|
|
2022
Q1 | $1.13M | Sell |
16,464
-25
| -0.2% | -$1.72K | 0.16% | 45 |
|
|
2021
Q4 | $1.3M | Buy |
16,489
+255
| +2% | +$20.1K | 0.17% | 39 |
|
|
2021
Q3 | $1.27M | Sell |
16,234
-384
| -2% | -$29.9K | 0.19% | 40 |
|
|
2021
Q2 | $1.32M | Sell |
16,618
-996
| -6% | -$79.1K | 0.2% | 34 |
|
|
2021
Q1 | $1.34M | Sell |
17,614
-673
| -4% | -$51K | 0.21% | 37 |
|
|
2020
Q4 | $1.37M | Sell |
18,287
-1,104
| -6% | -$82.9K | 0.23% | 38 |
|
|
2020
Q3 | $1.23M | Buy |
19,391
+74
| +0.4% | +$4.71K | 0.24% | 38 |
|
|
2020
Q2 | $1.24M | Sell |
19,317
-1,091
| -5% | -$70.2K | 0.26% | 36 |
|
|
2020
Q1 | $1.09M | Buy |
20,408
+2,013
| +11% | +$108K | 0.28% | 37 |
|
|
2019
Q4 | $1.28M | Sell |
18,395
-1,266
| -6% | -$87.9K | 0.28% | 34 |
|
|
2019
Q3 | $1.28M | Hold |
19,661
| – | – | 0.31% | 33 |
|
|
2019
Q2 | $1.29M | Buy |
19,661
+655
| +3% | +$43K | 0.32% | 33 |
|
|
2019
Q1 | $1.23M | Sell |
19,006
-2,018
| -10% | -$131K | 0.33% | 32 |
|
|
2018
Q4 | $1.24M | Sell |
21,024
-7,430
| -26% | -$436K | 0.38% | 34 |
|
|
2018
Q3 | $1.94M | Buy |
28,454
+1,163
| +4% | +$79.1K | 0.63% | 22 |
|
|
2018
Q2 | $1.86M | Buy |
27,291
+4,689
| +21% | +$319K | 0.64% | 21 |
|
|
2018
Q1 | $1.55M | Sell |
22,602
-4,713
| -17% | -$324K | 0.61% | 22 |
|
|
2017
Q4 | $1.92M | Buy |
27,315
+2,040
| +8% | +$143K | 0.78% | 21 |
|
|
2017
Q3 | $1.73M | Buy |
+25,275
| New | +$1.73M | 0.79% | 22 |
|