HWA
HCR Wealth Advisors’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 | $1.52M | Buy |
18,190
+1,899
| +12% | +$159K | 0.18% | 80 |
|
|
2025
Q1 | $1.23M | Buy |
16,291
+663
| +4% | +$50.2K | 0.16% | 89 |
|
|
2024
Q4 | $1.1M | Sell |
15,628
-703
| -4% | -$49.4K | 0.14% | 97 |
|
|
2024
Q3 | $1.27M | Buy |
16,331
+1,397
| +9% | +$109K | 0.17% | 91 |
|
|
2024
Q2 | $1.08M | Buy |
14,934
+563
| +4% | +$40.9K | 0.16% | 90 |
|
|
2024
Q1 | $1.07M | Sell |
14,371
-1,854
| -11% | -$138K | 0.16% | 88 |
|
|
2023
Q4 | $1.14M | Buy |
16,225
+5,658
| +54% | +$398K | 0.18% | 81 |
|
|
2023
Q3 | $680K | Sell |
10,567
-1,979
| -16% | -$127K | 0.15% | 90 |
|
|
2023
Q2 | $847K | Sell |
12,546
-186
| -1% | -$12.6K | 0.16% | 85 |
|
|
2023
Q1 | $851K | Buy |
12,732
+6,435
| +102% | +$430K | 0.17% | 86 |
|
|
2022
Q4 | $388K | Buy |
6,297
+5
| +0.1% | +$308 | 0.08% | 125 |
|
|
2022
Q3 | $331K | Sell |
6,292
-1,370
| -18% | -$72.1K | 0.07% | 134 |
|
|
2022
Q2 | $451K | Sell |
7,662
-46
| -0.6% | -$2.71K | 0.09% | 116 |
|
|
2022
Q1 | $536K | Sell |
7,708
-232
| -3% | -$16.1K | 0.09% | 121 |
|
|
2021
Q4 | $593K | Buy |
7,940
+129
| +2% | +$9.63K | 0.09% | 125 |
|
|
2021
Q3 | $580K | Buy |
7,811
+4,492
| +135% | +$334K | 0.1% | 123 |
|
|
2021
Q2 | $248K | Sell |
3,319
-1,636
| -33% | -$122K | 0.04% | 167 |
|
|
2021
Q1 | $357K | Buy |
4,955
+3,133
| +172% | +$226K | 0.07% | 144 |
|
|
2020
Q4 | $126K | Buy |
+1,822
| New | +$126K | 0.03% | 182 |
|
|
2020
Q3 | – | Sell |
-1,826
| Closed | -$105K | – | 248 |
|
|
2020
Q2 | $105K | Buy |
+1,826
| New | +$105K | 0.02% | 158 |
|
|
2020
Q1 | – | Sell |
-1,825
| Closed | -$119K | – | 243 |
|
|
2019
Q4 | $119K | Buy |
+1,825
| New | +$119K | 0.03% | 164 |
|