DWP
Destiny Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+2,903
| New | +$259K | 0.03% | 166 |
|
|
2023
Q1 | – | Sell |
-7,218
| Closed | -$474K | – | 308 |
|
|
2022
Q4 | $474K | Sell |
7,218
-4,517
| -38% | -$296K | 0.1% | 102 |
|
|
2022
Q3 | $657K | Sell |
11,735
-808
| -6% | -$45.2K | 0.15% | 83 |
|
|
2022
Q2 | $784K | Sell |
12,543
-1,725
| -12% | -$108K | 0.17% | 76 |
|
|
2022
Q1 | $1.05M | Hold |
14,268
| – | – | 0.2% | 70 |
|
|
2021
Q4 | $1.12M | Hold |
14,268
| – | – | 0.22% | 75 |
|
|
2021
Q3 | $1.11M | Sell |
14,268
-1,547
| -10% | -$121K | 0.22% | 76 |
|
|
2021
Q2 | $1.25M | Buy |
15,815
+1,533
| +11% | +$121K | 0.24% | 79 |
|
|
2021
Q1 | $1.08M | Sell |
14,282
-1,959
| -12% | -$149K | 0.23% | 77 |
|
|
2020
Q4 | $1.19M | Buy |
+16,241
| New | +$1.19M | 0.25% | 69 |
|