CWP
CFM Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
12,854
+2,108
| +20% | +$188K | 0.18% | 73 |
|
|
2025
Q1 | $878K | Hold |
10,746
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $813K | Buy |
10,746
+253
| +2% | +$19.1K | 0.14% | 83 |
|
|
2024
Q3 | $878K | Buy |
10,493
+484
| +5% | +$40.5K | 0.15% | 84 |
|
|
2024
Q2 | $784K | Sell |
10,009
-166
| -2% | -$13K | 0.14% | 85 |
|
|
2024
Q1 | $813K | Sell |
10,175
-1,158
| -10% | -$92.5K | 0.16% | 83 |
|
|
2023
Q4 | $854K | Hold |
11,333
| – | – | 0.19% | 82 |
|
|
2023
Q3 | $781K | Buy |
11,333
+6,552
| +137% | +$452K | 0.2% | 79 |
|
|
2023
Q2 | $347K | Buy |
4,781
+487
| +11% | +$35.3K | 0.08% | 133 |
|
|
2023
Q1 | $307K | Sell |
4,294
-513
| -11% | -$36.7K | 0.08% | 126 |
|
|
2022
Q4 | $316K | Hold |
4,807
| – | – | 0.09% | 130 |
|
|
2022
Q3 | $269K | Buy |
4,807
+459
| +11% | +$25.7K | 0.09% | 130 |
|
|
2022
Q2 | $272K | Sell |
4,348
-207
| -5% | -$12.9K | 0.08% | 138 |
|
|
2022
Q1 | $335K | Buy |
4,555
+434
| +11% | +$31.9K | 0.08% | 142 |
|
|
2021
Q4 | $326K | Hold |
4,121
| – | – | 0.07% | 140 |
|
|
2021
Q3 | $321K | Sell |
4,121
-374
| -8% | -$29.1K | 0.08% | 139 |
|
|
2021
Q2 | $355K | Hold |
4,495
| – | – | 0.09% | 119 |
|
|
2021
Q1 | $341K | Hold |
4,495
| – | – | 0.1% | 116 |
|
|
2020
Q4 | $328K | Sell |
4,495
-72
| -2% | -$5.25K | 0.1% | 111 |
|
|
2020
Q3 | $290K | Sell |
4,567
-1,775
| -28% | -$113K | 0.11% | 114 |
|
|
2020
Q2 | $386K | Hold |
6,342
| – | – | 0.15% | 96 |
|
|
2020
Q1 | $339K | Sell |
6,342
-3,100
| -33% | -$166K | 0.16% | 97 |
|
|
2019
Q4 | $663K | Buy |
+9,442
| New | +$663K | 0.24% | 73 |
|