CWM
Cahaba Wealth Management’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 | $5.07M | Sell |
60,688
-1,742
| -3% | -$145K | 0.39% | 23 |
|
|
2025
Q1 | $4.72M | Sell |
62,430
-1,202
| -2% | -$90.9K | 0.39% | 23 |
|
|
2024
Q4 | $4.47M | Buy |
63,632
+322
| +0.5% | +$22.6K | 0.37% | 24 |
|
|
2024
Q3 | $4.94M | Sell |
63,310
-13,377
| -17% | -$1.04M | 0.41% | 24 |
|
|
2024
Q2 | $5.57M | Buy |
76,687
+263
| +0.3% | +$19.1K | 0.49% | 22 |
|
|
2024
Q1 | $5.67M | Sell |
76,424
-725
| -0.9% | -$53.8K | 0.52% | 21 |
|
|
2023
Q4 | $5.43M | Buy |
77,149
+228
| +0.3% | +$16K | 0.54% | 19 |
|
|
2023
Q3 | $4.95M | Buy |
76,921
+107
| +0.1% | +$6.89K | 0.55% | 20 |
|
|
2023
Q2 | $5.18M | Sell |
76,814
-8,875
| -10% | -$599K | 0.56% | 21 |
|
|
2023
Q1 | $5.73M | Sell |
85,689
-16,603
| -16% | -$1.11M | 0.66% | 20 |
|
|
2022
Q4 | $6.31M | Buy |
102,292
+4,796
| +5% | +$296K | 0.78% | 16 |
|
|
2022
Q3 | $5.14M | Sell |
97,496
-2,654
| -3% | -$140K | 0.71% | 17 |
|
|
2022
Q2 | $5.89M | Buy |
100,150
+3,290
| +3% | +$194K | 0.84% | 14 |
|
|
2022
Q1 | $6.28M | Buy |
96,860
+5,814
| +6% | +$377K | 0.86% | 13 |
|
|
2021
Q4 | $6.8M | Buy |
91,046
+8,581
| +10% | +$641K | 0.9% | 16 |
|
|
2021
Q3 | $6.12M | Buy |
82,465
+2,941
| +4% | +$218K | 0.9% | 16 |
|
|
2021
Q2 | $6.01M | Sell |
79,524
-1,322
| -2% | -$99.9K | 0.93% | 16 |
|
|
2021
Q1 | $5.83M | Buy |
80,846
+3,837
| +5% | +$276K | 0.9% | 16 |
|
|
2020
Q4 | $5.48M | Buy |
77,009
+28,550
| +59% | +$2.03M | 0.9% | 17 |
|
|
2020
Q3 | $2.92M | Buy |
48,459
+1,868
| +4% | +$113K | 0.58% | 23 |
|
|
2020
Q2 | $2.82M | Sell |
46,591
-2,236
| -5% | -$135K | 0.58% | 21 |
|
|
2020
Q1 | $2.44M | Buy |
48,827
+20,985
| +75% | +$1.05M | 0.62% | 20 |
|
|
2019
Q4 | $1.82M | Buy |
27,842
+157
| +0.6% | +$10.2K | 0.4% | 27 |
|
|
2019
Q3 | $1.69M | Sell |
27,685
-230
| -0.8% | -$14K | 0.4% | 28 |
|
|
2019
Q2 | $1.71M | Buy |
27,915
+401
| +1% | +$24.6K | 0.43% | 27 |
|
|
2019
Q1 | $1.67M | Sell |
27,514
-18,975
| -41% | -$1.15M | 0.45% | 24 |
|
|
2018
Q4 | $2.56M | Buy |
46,489
+28,195
| +154% | +$1.55M | 0.79% | 18 |
|
|
2018
Q3 | $1.17M | Buy |
18,294
+8,357
| +84% | +$536K | 0.38% | 27 |
|
|
2018
Q2 | $638K | Buy |
9,937
+5,457
| +122% | +$350K | 0.22% | 40 |
|
|
2018
Q1 | $290K | Buy |
4,480
+869
| +24% | +$56.3K | 0.11% | 51 |
|
|
2017
Q4 | $238K | Buy |
3,611
+25
| +0.7% | +$1.65K | 0.1% | 52 |
|
|
2017
Q3 | $230K | Buy |
+3,586
| New | +$230K | 0.11% | 50 |
|