CWA
Core Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
11,292
+4,927
| +77% | +$440K | 0.29% | 33 |
|
|
2025
Q1 | $520K | Buy |
6,365
+295
| +5% | +$24.1K | 0.17% | 43 |
|
|
2024
Q4 | $459K | Hold |
6,070
| – | – | 0.15% | 42 |
|
|
2024
Q3 | $508K | Hold |
6,070
| – | – | 0.16% | 41 |
|
|
2024
Q2 | $475K | Hold |
6,070
| – | – | 0.16% | 41 |
|
|
2024
Q1 | $485K | Hold |
6,070
| – | – | 0.16% | 38 |
|
|
2023
Q4 | $457K | Hold |
6,070
| – | – | 0.17% | 34 |
|
|
2023
Q3 | $418K | Hold |
6,070
| – | – | 0.17% | 35 |
|
|
2023
Q2 | $440K | Hold |
6,070
| – | – | 0.18% | 31 |
|
|
2023
Q1 | $434K | Sell |
6,070
-1,323
| -18% | -$94.6K | 0.17% | 34 |
|
|
2022
Q4 | $485K | Buy |
+7,393
| New | +$485K | 0.21% | 30 |
|
|
2021
Q4 | – | Sell |
-6,142
| Closed | -$479K | – | 214 |
|
|
2021
Q3 | $479K | Sell |
6,142
-42,569
| -87% | -$3.32M | 0.32% | 28 |
|
|
2021
Q2 | $3.84M | Buy |
48,711
+48,576
| +35,982% | +$3.83M | 2.56% | 9 |
|
|
2021
Q1 | $10K | Hold |
135
| – | – | 0.01% | 112 |
|
|
2020
Q4 | $10K | Hold |
135
| – | – | 0.01% | 113 |
|
|
2020
Q3 | $9K | Sell |
135
-377
| -74% | -$25.1K | 0.01% | 105 |
|
|
2020
Q2 | $31K | Sell |
512
-3,176
| -86% | -$192K | 0.03% | 65 |
|
|
2020
Q1 | $197K | Sell |
3,688
-180
| -5% | -$9.62K | 0.15% | 36 |
|
|
2019
Q4 | $269K | Buy |
+3,868
| New | +$269K | 0.15% | 30 |
|