DWA
Divergent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,403
| Closed | -$230K | – | 33 |
|
|
2023
Q2 | $230K | Hold |
3,403
| – | – | 0.05% | 26 |
|
|
2023
Q1 | $227K | Sell |
3,403
-1,010
| -23% | -$67.5K | 0.05% | 27 |
|
|
2022
Q4 | $272K | Buy |
+4,413
| New | +$272K | 0.07% | 26 |
|
|
2020
Q3 | – | Sell |
-24,902
| Closed | -$1.42M | – | 39 |
|
|
2020
Q2 | $1.42M | Sell |
24,902
-7,468
| -23% | -$427K | 0.42% | 19 |
|
|
2020
Q1 | $1.62M | Buy |
32,370
+15,195
| +88% | +$758K | 0.57% | 19 |
|
|
2019
Q4 | $1.12M | Sell |
17,175
-6,434
| -27% | -$420K | 0.33% | 21 |
|
|
2019
Q3 | $1.44M | Buy |
23,609
+6,529
| +38% | +$399K | 0.45% | 21 |
|
|
2019
Q2 | $1.05M | Sell |
17,080
-5,304
| -24% | -$326K | 0.33% | 22 |
|
|
2019
Q1 | $1.36M | Sell |
22,384
-36,334
| -62% | -$2.21M | 0.45% | 22 |
|
|
2018
Q4 | $3.23M | Buy |
58,718
+57,282
| +3,989% | +$3.15M | 1.2% | 17 |
|
|
2018
Q3 | $90K | Buy |
+1,436
| New | +$90K | 0.03% | 49 |
|