CWA
Convergent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $20.1M | Buy |
381,025
+150,128
| +65% | +$7.93M | 4.55% | 7 |
|
|
2015
Q2 | $13.5M | Sell |
230,897
-804,884
| -78% | -$46.9M | 3.11% | 9 |
|
|
2015
Q1 | $60.6M | Buy |
1,035,781
+164,608
| +19% | +$9.63M | 9.09% | 3 |
|
|
2014
Q4 | $48.2M | Buy |
871,173
+631,737
| +264% | +$34.9M | 5.97% | 5 |
|
|
2014
Q3 | $13.9M | Buy |
239,436
+235,032
| +5,337% | +$13.7M | 1.91% | 11 |
|
|
2014
Q2 | $274K | Buy |
+4,404
| New | +$274K | 0.04% | 31 |
|