FWA
FSM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
12,661
+366
| +3% | +$30.2K | 0.17% | 87 |
|
|
2025
Q1 | $930K | Buy |
12,295
+5,024
| +69% | +$380K | 0.21% | 66 |
|
|
2024
Q4 | $516K | Buy |
7,271
+3,793
| +109% | +$269K | 0.13% | 95 |
|
|
2024
Q3 | $271K | Buy |
+3,478
| New | +$271K | 0.07% | 142 |
|
|
2024
Q1 | – | Sell |
-3,740
| Closed | -$263K | – | 170 |
|
|
2023
Q4 | $263K | Buy |
3,740
+215
| +6% | +$15.1K | 0.11% | 124 |
|
|
2023
Q3 | $227K | Sell |
3,525
-1,435
| -29% | -$92.4K | 0.11% | 132 |
|
|
2023
Q2 | $333K | Buy |
4,960
+319
| +7% | +$21.4K | 0.17% | 108 |
|
|
2023
Q1 | $310K | Hold |
4,641
| – | – | 0.18% | 112 |
|
|
2022
Q4 | $286K | Sell |
4,641
-76
| -2% | -$4.69K | 0.2% | 111 |
|
|
2022
Q3 | $248K | Sell |
4,717
-62
| -1% | -$3.26K | 0.21% | 114 |
|
|
2022
Q2 | $294K | Buy |
+4,779
| New | +$294K | 0.29% | 84 |
|