HWA
Heartwood 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 | $17.5M | Sell |
196,140
-1,361
| -0.7% | -$122K | 1.83% | 19 |
|
|
2025
Q1 | $16.1M | Buy |
197,501
+7,874
| +4% | +$644K | 1.84% | 20 |
|
|
2024
Q4 | $14.3M | Sell |
189,627
-2,772
| -1% | -$210K | 1.61% | 23 |
|
|
2024
Q3 | $16.1M | Buy |
192,399
+1,599
| +0.8% | +$134K | 1.78% | 21 |
|
|
2024
Q2 | $14.9M | Buy |
190,800
+560
| +0.3% | +$43.9K | 1.79% | 22 |
|
|
2024
Q1 | $15.2M | Sell |
190,240
-51,982
| -21% | -$4.15M | 1.87% | 21 |
|
|
2023
Q4 | $18.3M | Buy |
242,222
+815
| +0.3% | +$61.4K | 2.43% | 15 |
|
|
2023
Q3 | $16.6M | Buy |
241,407
+337
| +0.1% | +$23.2K | 2.45% | 15 |
|
|
2023
Q2 | $17.5M | Buy |
241,070
+909
| +0.4% | +$65.9K | 2.48% | 15 |
|
|
2023
Q1 | $17.2M | Sell |
240,161
-2,007
| -0.8% | -$144K | 2.56% | 14 |
|
|
2022
Q4 | $15.9M | Buy |
242,168
+21,048
| +10% | +$1.38M | 2.49% | 15 |
|
|
2022
Q3 | $12.4M | Sell |
221,120
-46,185
| -17% | -$2.59M | 2.15% | 18 |
|
|
2022
Q2 | $16.7M | Buy |
267,305
+6,886
| +3% | +$430K | 2.75% | 13 |
|
|
2022
Q1 | $19.2M | Buy |
260,419
+4,187
| +2% | +$308K | 2.85% | 12 |
|
|
2021
Q4 | $20.2M | Buy |
256,232
+3,802
| +2% | +$299K | 3.03% | 11 |
|
|
2021
Q3 | $19.7M | Sell |
252,430
-2,229
| -0.9% | -$174K | 3.07% | 10 |
|
|
2021
Q2 | $20.1M | Buy |
254,659
+1,328
| +0.5% | +$105K | 3.09% | 11 |
|
|
2021
Q1 | $19.2M | Buy |
253,331
+204
| +0.1% | +$15.5K | 3.09% | 10 |
|
|
2020
Q4 | $18.5M | Buy |
253,127
+6,462
| +3% | +$471K | 2.98% | 10 |
|
|
2020
Q3 | $15.7M | Buy |
246,665
+551
| +0.2% | +$35.1K | 3% | 11 |
|
|
2020
Q2 | $15M | Buy |
246,114
+2,981
| +1% | +$181K | 2.97% | 11 |
|
|
2020
Q1 | $13M | Sell |
243,133
-7,060
| -3% | -$377K | 3.12% | 12 |
|
|
2019
Q4 | $17.4M | Buy |
+250,193
| New | +$17.4M | 3.32% | 9 |
|