GWP
Gateway Wealth Partners’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 | $403K | Sell |
4,831
-242
| -5% | -$20.2K | 0.08% | 237 |
|
|
2025
Q1 | $384K | Sell |
5,073
-6
| -0.1% | -$454 | 0.09% | 218 |
|
|
2024
Q4 | $357K | Buy |
5,079
+692
| +16% | +$48.6K | 0.09% | 204 |
|
|
2024
Q3 | $342K | Buy |
4,387
+5
| +0.1% | +$390 | 0.09% | 195 |
|
|
2024
Q2 | $318K | Buy |
4,382
+388
| +10% | +$28.2K | 0.1% | 192 |
|
|
2024
Q1 | $296K | Sell |
3,994
-1,063
| -21% | -$78.9K | 0.11% | 175 |
|
|
2023
Q4 | $356K | Buy |
5,057
+278
| +6% | +$19.6K | 0.14% | 135 |
|
|
2023
Q3 | $308K | Buy |
+4,779
| New | +$308K | 0.06% | 191 |
|