GWWM
Great Waters Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.81M | Buy |
20,258
+300
| +2% | +$26.8K | 0.24% | 25 |
|
2025
Q1 | $1.63M | Sell |
19,958
-5,010
| -20% | -$409K | 0.23% | 28 |
|
2024
Q4 | $1.89M | Buy |
24,968
+211
| +0.9% | +$16K | 0.24% | 26 |
|
2024
Q3 | $2.07M | Sell |
24,757
-231
| -0.9% | -$19.3K | 0.28% | 25 |
|
2024
Q2 | $1.96M | Buy |
24,988
+67
| +0.3% | +$5.25K | 0.3% | 25 |
|
2024
Q1 | $1.99M | Sell |
24,921
-9,167
| -27% | -$732K | 0.33% | 25 |
|
2023
Q4 | $2.52M | Sell |
34,088
-509
| -1% | -$37.6K | 0.45% | 19 |
|
2023
Q3 | $2.37M | Sell |
34,597
-885
| -2% | -$60.6K | 0.47% | 20 |
|
2023
Q2 | $2.57M | Buy |
35,482
+415
| +1% | +$30.1K | 0.51% | 20 |
|
2023
Q1 | $2.58M | Sell |
35,067
-2,540
| -7% | -$187K | 0.55% | 19 |
|
2022
Q4 | $2.7M | Buy |
+37,607
| New | +$2.7M | 0.58% | 19 |
|