GWSA
Global Wealth Strategies & Associates’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 | $38.1M | Sell |
456,535
-9,165
| -2% | -$765K | 10.91% | 2 |
|
|
2025
Q1 | $35.2M | Buy |
465,700
+29,331
| +7% | +$2.22M | 10.68% | 2 |
|
|
2024
Q4 | $30.7M | Buy |
436,369
+18,649
| +4% | +$1.31M | 9.59% | 2 |
|
|
2024
Q3 | $32.6M | Buy |
417,720
+13,464
| +3% | +$1.05M | 10.71% | 2 |
|
|
2024
Q2 | $29.4M | Sell |
404,256
-1,914
| -0.5% | -$139K | 10.54% | 2 |
|
|
2024
Q1 | $30.1M | Sell |
406,170
-78,890
| -16% | -$5.86M | 11.34% | 2 |
|
|
2023
Q4 | $34.1M | Buy |
485,060
+172,988
| +55% | +$12.2M | 14.21% | 2 |
|
|
2023
Q3 | $20.1M | Buy |
312,072
+19,086
| +7% | +$1.23M | 9.38% | 2 |
|
|
2023
Q2 | $19.8M | Buy |
292,986
+15,127
| +5% | +$1.02M | 9.28% | 2 |
|
|
2023
Q1 | $18.6M | Sell |
277,859
-4,695
| -2% | -$314K | 9.59% | 2 |
|
|
2022
Q4 | $17.4M | Buy |
+282,554
| New | +$17.4M | 10.11% | 2 |
|