DWM
Dogwood Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
33,967
-4,107
| -11% | -$273K | 1.1% | 24 |
|
|
2025
Q1 | $2.29M | Sell |
38,074
-1,956
| -5% | -$118K | 1.2% | 21 |
|
|
2024
Q4 | $2.16M | Buy |
40,030
+633
| +2% | +$34.2K | 1.14% | 23 |
|
|
2024
Q3 | $2.4M | Sell |
39,397
-25,726
| -40% | -$1.57M | 1.38% | 20 |
|
|
2024
Q2 | $3.71M | Buy |
65,123
+24,301
| +60% | +$1.38M | 2.28% | 16 |
|
|
2024
Q1 | $2.36M | Buy |
40,822
+1,824
| +5% | +$106K | 1.6% | 17 |
|
|
2023
Q4 | $2.15M | Buy |
+38,998
| New | +$2.15M | 1.68% | 17 |
|