CWA
Canvas 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 | $4.92M | Buy |
58,945
+895
| +2% | +$74.7K | 0.97% | 22 |
|
|
2025
Q1 | $4.45M | Sell |
58,050
-5,155
| -8% | -$395K | 1.14% | 23 |
|
|
2024
Q4 | $4.44M | Buy |
63,205
+9,964
| +19% | +$700K | 1.12% | 24 |
|
|
2024
Q3 | $4.16M | Buy |
53,241
+5,290
| +11% | +$413K | 1.15% | 23 |
|
|
2024
Q2 | $3.54M | Buy |
47,951
+7,591
| +19% | +$560K | 1.09% | 23 |
|
|
2024
Q1 | $2.86M | Buy |
40,360
+2,297
| +6% | +$163K | 0.96% | 27 |
|
|
2023
Q4 | $2.67M | Buy |
38,063
+5,335
| +16% | +$374K | 0.97% | 27 |
|
|
2023
Q3 | $2.03M | Sell |
32,728
-387
| -1% | -$24K | 0.83% | 26 |
|
|
2023
Q2 | $2.28M | Buy |
33,115
+2,378
| +8% | +$164K | 0.85% | 26 |
|
|
2023
Q1 | $2.11M | Sell |
30,737
-4,768
| -13% | -$328K | 0.89% | 26 |
|
|
2022
Q4 | $2.35M | Sell |
35,505
-2,664
| -7% | -$176K | 0.98% | 22 |
|
|
2022
Q3 | $2.15M | Sell |
38,169
-6,051
| -14% | -$340K | 0.91% | 26 |
|
|
2022
Q2 | $2.6M | Sell |
44,220
-44,200
| -50% | -$2.6M | 1.05% | 22 |
|
|
2022
Q1 | $5.76M | Sell |
88,420
-55,151
| -38% | -$3.59M | 2.1% | 9 |
|
|
2021
Q4 | $10.7M | Buy |
143,571
+7,235
| +5% | +$540K | 3.86% | 6 |
|
|
2021
Q3 | $10.1M | Buy |
136,336
+40,143
| +42% | +$2.98M | 4.14% | 6 |
|
|
2021
Q2 | $7.2M | Buy |
96,193
+73,269
| +320% | +$5.48M | 3.23% | 6 |
|
|
2021
Q1 | $1.69M | Buy |
+22,924
| New | +$1.69M | 0.99% | 28 |
|