CWA
Clearview Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
9,371
-168
| -2% | -$18.8K | 0.73% | 32 |
|
|
2025
Q1 | $954K | Sell |
9,539
-8,351
| -47% | -$835K | 0.71% | 31 |
|
|
2024
Q4 | $1.73M | Sell |
17,890
-567
| -3% | -$54.9K | 1.32% | 17 |
|
|
2024
Q3 | $1.99M | Buy |
18,457
+6,517
| +55% | +$702K | 1.53% | 16 |
|
|
2024
Q2 | $1.22M | Sell |
11,940
-4,836
| -29% | -$495K | 1.07% | 23 |
|
|
2024
Q1 | $1.74M | Buy |
16,776
+10,387
| +163% | +$1.08M | 1.78% | 13 |
|
|
2023
Q4 | $619K | Sell |
6,389
-3,189
| -33% | -$309K | 0.72% | 47 |
|
|
2023
Q3 | $827K | Sell |
9,578
-1,968
| -17% | -$170K | 1.02% | 29 |
|
|
2023
Q2 | $1.1M | Sell |
11,546
-520
| -4% | -$49.6K | 1.12% | 18 |
|
|
2023
Q1 | $1.13M | Sell |
12,066
-18,938
| -61% | -$1.77M | 1.15% | 18 |
|
|
2022
Q4 | $2.6M | Sell |
31,004
-12,809
| -29% | -$1.07M | 2.01% | 12 |
|
|
2022
Q3 | $3.18M | Buy |
43,813
+13,400
| +44% | +$972K | 2.52% | 8 |
|
|
2022
Q2 | $2.45M | Sell |
30,413
-5,508
| -15% | -$443K | 1.83% | 9 |
|
|
2022
Q1 | $3.46M | Sell |
35,921
-12,728
| -26% | -$1.23M | 2.27% | 9 |
|
|
2021
Q4 | $5.37M | Buy |
48,649
+4,177
| +9% | +$461K | 3.27% | 5 |
|
|
2021
Q3 | $4.74M | Buy |
44,472
+12,086
| +37% | +$1.29M | 3% | 7 |
|
|
2021
Q2 | $3.47M | Sell |
32,386
-911
| -3% | -$97.7K | 2.15% | 8 |
|
|
2021
Q1 | $3.35M | Sell |
33,297
-4,500
| -12% | -$452K | 2.17% | 10 |
|
|
2020
Q4 | $3.81M | Buy |
+37,797
| New | +$3.81M | 2.56% | 11 |
|