FMWA
Forvis Mazars 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 | $7.86M | Sell |
87,928
-2,552
| -3% | -$228K | 0.17% | 66 |
|
|
2025
Q1 | $7.39M | Sell |
90,480
-2,348
| -3% | -$192K | 0.18% | 71 |
|
|
2024
Q4 | $7.02M | Sell |
92,828
-6,297
| -6% | -$476K | 0.16% | 75 |
|
|
2024
Q3 | $8.29M | Sell |
99,125
-3,490
| -3% | -$292K | 0.19% | 69 |
|
|
2024
Q2 | $8.04M | Sell |
102,615
-5,540
| -5% | -$434K | 0.2% | 65 |
|
|
2024
Q1 | $8.64M | Buy |
108,155
+5,046
| +5% | +$403K | 0.22% | 66 |
|
|
2023
Q4 | $7.77M | Sell |
103,109
-2,506
| -2% | -$189K | 0.22% | 65 |
|
|
2023
Q3 | $7.28M | Sell |
105,615
-749
| -0.7% | -$51.6K | 0.22% | 67 |
|
|
2023
Q2 | $7.71M | Buy |
106,364
+3,449
| +3% | +$250K | 0.23% | 71 |
|
|
2023
Q1 | $7.36M | Sell |
102,915
-1,678
| -2% | -$120K | 0.24% | 67 |
|
|
2022
Q4 | $6.87M | Sell |
104,593
-974
| -0.9% | -$63.9K | 0.24% | 65 |
|
|
2022
Q3 | $5.91M | Sell |
105,567
-2,189
| -2% | -$123K | 0.24% | 65 |
|
|
2022
Q2 | $6.73M | Buy |
107,756
+2,059
| +2% | +$129K | 0.27% | 58 |
|
|
2022
Q1 | $7.78M | Sell |
105,697
-1,027
| -1% | -$75.6K | 0.33% | 37 |
|
|
2021
Q4 | $8.4M | Sell |
106,724
-31
| -0% | -$2.44K | 0.35% | 34 |
|
|
2021
Q3 | $8.33M | Sell |
106,755
-800
| -0.7% | -$62.4K | 0.38% | 32 |
|
|
2021
Q2 | $8.48M | Sell |
107,555
-1,753
| -2% | -$138K | 0.39% | 32 |
|
|
2021
Q1 | $8.29M | Sell |
109,308
-1,500
| -1% | -$114K | 0.41% | 27 |
|
|
2020
Q4 | $8.09M | Sell |
110,808
-7,617
| -6% | -$556K | 0.41% | 31 |
|
|
2020
Q3 | $7.54M | Sell |
118,425
-3,118
| -3% | -$198K | 0.44% | 32 |
|
|
2020
Q2 | $7.4M | Sell |
121,543
-3,615
| -3% | -$220K | 0.48% | 26 |
|
|
2020
Q1 | $6.69M | Sell |
125,158
-3,312
| -3% | -$177K | 0.55% | 25 |
|
|
2019
Q4 | $8.92M | Sell |
128,470
-3,469
| -3% | -$241K | 0.64% | 20 |
|
|
2019
Q3 | $8.6M | Sell |
131,939
-12,956
| -9% | -$845K | 0.69% | 19 |
|
|
2019
Q2 | $9.52M | Sell |
144,895
-2,181
| -1% | -$143K | 0.77% | 17 |
|
|
2019
Q1 | $9.54M | Sell |
147,076
-4,113
| -3% | -$267K | 0.79% | 15 |
|
|
2018
Q4 | $8.89M | Sell |
151,189
-10,429
| -6% | -$613K | 0.91% | 15 |
|
|
2018
Q3 | $11M | Sell |
161,618
-1,425
| -0.9% | -$96.9K | 0.96% | 13 |
|
|
2018
Q2 | $10.9M | Buy |
163,043
+20
| +0% | +$1.34K | 1.06% | 11 |
|
|
2018
Q1 | $11.4M | Buy |
163,023
+6,657
| +4% | +$464K | 1.14% | 10 |
|
|
2017
Q4 | $11M | Sell |
156,366
-2,080
| -1% | -$146K | 1.1% | 10 |
|
|
2017
Q3 | $10.9M | Sell |
158,446
-3,531
| -2% | -$242K | 1.19% | 10 |
|
|
2017
Q2 | $10.6M | Sell |
161,977
-4,331
| -3% | -$282K | 1.2% | 9 |
|
|
2017
Q1 | $10.4M | Sell |
166,308
-18,464
| -10% | -$1.15M | 1.26% | 10 |
|
|
2016
Q4 | $10.7M | Sell |
184,772
-6,691
| -3% | -$386K | 1.4% | 9 |
|
|
2016
Q3 | $11.3M | Sell |
191,463
-7,314
| -4% | -$432K | 1.58% | 9 |
|
|
2016
Q2 | $11.1M | Sell |
198,777
-10,353
| -5% | -$578K | 1.65% | 12 |
|
|
2016
Q1 | $12M | Sell |
209,130
-13,930
| -6% | -$796K | 1.91% | 12 |
|
|
2015
Q4 | $13.1M | Sell |
223,060
-7,670
| -3% | -$450K | 1.97% | 11 |
|
|
2015
Q3 | $13.2M | Sell |
230,730
-20,763
| -8% | -$1.19M | 2.33% | 10 |
|
|
2015
Q2 | $16M | Sell |
251,493
-1,863
| -0.7% | -$118K | 2.39% | 10 |
|
|
2015
Q1 | $16.3M | Sell |
253,356
-1,830
| -0.7% | -$117K | 2.35% | 11 |
|
|
2014
Q4 | $15.5M | Buy |
255,186
+32,212
| +14% | +$1.96M | 2.54% | 10 |
|
|
2014
Q3 | $14.3M | Sell |
222,974
-14,621
| -6% | -$937K | 2.47% | 11 |
|
|
2014
Q2 | $16.2M | Sell |
237,595
-56,219
| -19% | -$3.84M | 2.77% | 10 |
|
|
2014
Q1 | $19.7M | Sell |
293,814
-5,915
| -2% | -$398K | 3.49% | 7 |
|
|
2013
Q4 | $20.1M | Sell |
299,729
-22,237
| -7% | -$1.49M | 3.72% | 7 |
|
|
2013
Q3 | $20.5M | Buy |
+321,966
| New | +$20.5M | 4.21% | 6 |
|