GWMIA
Global Wealth Management Investment Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
10,618
+285
| +3% | +$31.9K | 0.22% | 92 |
|
|
2025
Q1 | $1.03M | Buy |
10,333
+70
| +0.7% | +$7K | 0.21% | 94 |
|
|
2024
Q4 | $994K | Sell |
10,263
-144
| -1% | -$13.9K | 0.2% | 94 |
|
|
2024
Q3 | $1.12M | Sell |
10,407
-73
| -0.7% | -$7.86K | 0.24% | 88 |
|
|
2024
Q2 | $1.07M | Buy |
10,480
+385
| +4% | +$39.4K | 0.25% | 86 |
|
|
2024
Q1 | $1.05M | Sell |
10,095
-832
| -8% | -$86.4K | 0.26% | 88 |
|
|
2023
Q4 | $1.06M | Sell |
10,927
-1,450
| -12% | -$140K | 0.27% | 91 |
|
|
2023
Q3 | $1.07M | Sell |
12,377
-719
| -5% | -$62.1K | 0.3% | 86 |
|
|
2023
Q2 | $1.25M | Sell |
13,096
-2,182
| -14% | -$208K | 0.34% | 80 |
|
|
2023
Q1 | $1.43M | Sell |
15,278
-1,967
| -11% | -$184K | 0.43% | 67 |
|
|
2022
Q4 | $1.44M | Sell |
17,245
-1,265
| -7% | -$106K | 0.47% | 66 |
|
|
2022
Q3 | $1.34M | Buy |
18,510
+594
| +3% | +$43.1K | 0.48% | 67 |
|
|
2022
Q2 | $1.44M | Sell |
17,916
-7,610
| -30% | -$613K | 0.49% | 64 |
|
|
2022
Q1 | $2.46M | Sell |
25,526
-2,219
| -8% | -$214K | 0.73% | 52 |
|
|
2021
Q4 | $3.06M | Sell |
27,745
-986
| -3% | -$109K | 0.92% | 36 |
|
|
2021
Q3 | $3.06M | Sell |
28,731
-306
| -1% | -$32.6K | 0.97% | 35 |
|
|
2021
Q2 | $3.12M | Buy |
29,037
+209
| +0.7% | +$22.4K | 1.04% | 32 |
|
|
2021
Q1 | $2.9M | Sell |
28,828
-165
| -0.6% | -$16.6K | 1.04% | 33 |
|
|
2020
Q4 | $2.93M | Sell |
28,993
-1,315
| -4% | -$133K | 1.13% | 29 |
|
|
2020
Q3 | $2.72M | Sell |
30,308
-6,722
| -18% | -$604K | 1.18% | 28 |
|
|
2020
Q2 | $3.08M | Buy |
37,030
+5,679
| +18% | +$472K | 1.31% | 21 |
|
|
2020
Q1 | $2.23M | Sell |
31,351
-3,617
| -10% | -$257K | 1.12% | 26 |
|
|
2019
Q4 | $3.02M | Sell |
34,968
-88
| -0.3% | -$7.61K | 1.28% | 25 |
|
|
2019
Q3 | $2.82M | Buy |
35,056
+546
| +2% | +$44K | 1.29% | 24 |
|
|
2019
Q2 | $2.79M | Sell |
34,510
-1,554
| -4% | -$126K | 1.35% | 23 |
|
|
2019
Q1 | $2.79M | Buy |
36,064
+4,797
| +15% | +$372K | 1.45% | 17 |
|
|
2018
Q4 | $2.16M | Buy |
+31,267
| New | +$2.16M | 1.26% | 20 |
|