GFWA
Grey Fox Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.87M | Buy |
54,504
+3,560
| +7% | +$318K | 1.16% | 17 |
|
2025
Q1 | $4.16M | Buy |
50,944
+203
| +0.4% | +$16.6K | 1.11% | 18 |
|
2024
Q4 | $3.84M | Buy |
50,741
+4,357
| +9% | +$329K | 1.05% | 15 |
|
2024
Q3 | $3.88M | Buy |
46,384
+13,176
| +40% | +$1.1M | 1.08% | 16 |
|
2024
Q2 | $2.6M | Buy |
33,208
+149
| +0.5% | +$11.7K | 0.91% | 22 |
|
2024
Q1 | $2.64M | Sell |
33,059
-623
| -2% | -$49.8K | 0.99% | 19 |
|
2023
Q4 | $2.54M | Sell |
33,682
-1,836
| -5% | -$138K | 1.1% | 20 |
|
2023
Q3 | $2.45M | Buy |
35,518
+13,541
| +62% | +$933K | 1.23% | 18 |
|
2023
Q2 | $1.59M | Buy |
21,977
+961
| +5% | +$69.7K | 0.82% | 29 |
|
2023
Q1 | $1.5M | Buy |
21,016
+3,210
| +18% | +$230K | 0.89% | 27 |
|
2022
Q4 | $1.17M | Buy |
+17,806
| New | +$1.17M | 0.77% | 29 |
|