CWM
ClientFirst Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
5,250
| – | – | 0.48% | 23 |
|
|
2025
Q1 | $429K | Hold |
5,250
| – | – | 0.49% | 20 |
|
|
2024
Q4 | $397K | Buy |
+5,250
| New | +$397K | 0.4% | 23 |
|
|
2023
Q3 | $364K | Hold |
5,250
| – | – | 0.44% | 20 |
|
|
2023
Q2 | $388K | Hold |
5,250
| – | – | 0.46% | 17 |
|
|
2023
Q1 | $381K | Hold |
5,250
| – | – | 0.51% | 16 |
|
|
2022
Q4 | $345K | Hold |
5,250
| – | – | 0.44% | 16 |
|
|
2022
Q3 | $337K | Hold |
5,250
| – | – | 0.42% | 18 |
|
|
2022
Q2 | $328K | Buy |
5,250
+265
| +5% | +$16.6K | 0.5% | 21 |
|
|
2022
Q1 | $367K | Hold |
4,985
| – | – | 0.34% | 20 |
|
|
2021
Q4 | $367K | Buy |
+4,985
| New | +$367K | 0.33% | 20 |
|