HNWA
Henrickson Nauta 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 | $1.31M | Hold |
14,632
| – | – | 0.45% | 21 |
|
|
2025
Q1 | $1.13M | Hold |
14,632
| – | – | 0.46% | 21 |
|
|
2024
Q4 | $1.11M | Hold |
14,632
| – | – | 0.45% | 21 |
|
|
2024
Q3 | $1.22M | Hold |
14,632
| – | – | 0.49% | 20 |
|
|
2024
Q2 | $1.15M | Hold |
14,632
| – | – | 0.49% | 23 |
|
|
2024
Q1 | $1.15M | Sell |
14,632
-4,227
| -22% | -$331K | 0.51% | 21 |
|
|
2023
Q4 | $1.42M | Buy |
18,859
+11,859
| +169% | +$894K | 0.7% | 17 |
|
|
2023
Q3 | $482K | Hold |
7,000
| – | – | 0.29% | 28 |
|
|
2023
Q2 | $508K | Hold |
7,000
| – | – | 0.34% | 29 |
|
|
2023
Q1 | $501K | Hold |
7,000
| – | – | 0.36% | 29 |
|
|
2022
Q4 | $459K | Hold |
7,000
| – | – | 0.36% | 28 |
|
|
2022
Q3 | $392K | Hold |
7,000
| – | – | 0.37% | 27 |
|
|
2022
Q2 | $437K | Hold |
7,000
| – | – | 0.4% | 24 |
|
|
2022
Q1 | $515K | Hold |
7,000
| – | – | 0.43% | 19 |
|
|
2021
Q4 | $529K | Buy |
+7,000
| New | +$529K | 0.43% | 19 |
|