CWM
Collaborative Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,948
| Closed | -$208K | – | 175 |
|
|
2022
Q3 | $208K | Sell |
3,948
-401
| -9% | -$21.1K | 0.15% | 156 |
|
|
2022
Q2 | $256K | Buy |
+4,349
| New | +$256K | 0.17% | 156 |
|
|
2021
Q4 | $397K | Buy |
+5,315
| New | +$397K | 0.22% | 132 |
|
|
2021
Q1 | $385K | Buy |
+5,543
| New | +$385K | 0.22% | 132 |
|