FNWM
Financial Network Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $387K | Sell |
5,126
-93
| -2% | -$7.02K | 0.14% | 77 |
|
|
2024
Q4 | $366K | Sell |
5,219
-21
| -0.4% | -$1.47K | 0.13% | 79 |
|
|
2024
Q3 | $408K | Sell |
5,240
-288
| -5% | -$22.4K | 0.15% | 76 |
|
|
2024
Q2 | $401K | Buy |
+5,528
| New | +$401K | 0.15% | 72 |
|
|
2024
Q1 | – | Sell |
-18,985
| Closed | -$1.34M | – | 71 |
|
|
2023
Q4 | $1.34M | Sell |
18,985
-18,297
| -49% | -$1.29M | 0.58% | 35 |
|
|
2023
Q3 | $2.36M | Sell |
37,282
-4,207
| -10% | -$267K | 1.15% | 18 |
|
|
2023
Q2 | $2.89M | Sell |
41,489
-829
| -2% | -$57.7K | 1.33% | 15 |
|
|
2023
Q1 | $2.83M | Buy |
42,318
+387
| +0.9% | +$25.9K | 1.4% | 17 |
|
|
2022
Q4 | $2.58M | Buy |
41,931
+8,275
| +25% | +$510K | 1.4% | 17 |
|
|
2022
Q3 | $1.77M | Sell |
33,656
-3,048
| -8% | -$161K | 1.11% | 22 |
|
|
2022
Q2 | $2.16M | Buy |
36,704
+4,562
| +14% | +$268K | 1.29% | 19 |
|
|
2022
Q1 | $2.23M | Buy |
32,142
+9,928
| +45% | +$690K | 1.17% | 18 |
|
|
2021
Q4 | $1.66M | Buy |
22,214
+2,704
| +14% | +$202K | 0.84% | 21 |
|
|
2021
Q3 | $1.45M | Buy |
19,510
+3,882
| +25% | +$288K | 0.83% | 20 |
|
|
2021
Q2 | $1.17M | Buy |
15,628
+4,438
| +40% | +$332K | 0.69% | 25 |
|
|
2021
Q1 | $806K | Buy |
11,190
+2,748
| +33% | +$198K | 0.53% | 29 |
|
|
2020
Q4 | $583K | Buy |
+8,442
| New | +$583K | 0.46% | 32 |
|