CPWA
Cerro Pacific 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 | $346K | Buy |
4,148
+1,054
| +34% | +$88K | 0.1% | 121 |
|
|
2025
Q1 | $217K | Hold |
3,094
| – | – | 0.07% | 151 |
|
|
2024
Q4 | $241K | Buy |
+3,094
| New | +$241K | 0.08% | 140 |
|
|
2023
Q1 | – | Sell |
-3,295
| Closed | -$203K | – | 154 |
|
|
2022
Q4 | $203K | Buy |
+3,295
| New | +$203K | 0.11% | 154 |
|