HNWA
Henrickson Nauta 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 | $478K | Hold |
5,726
| – | – | 0.17% | 49 |
|
|
2025
Q1 | $410K | Hold |
5,726
| – | – | 0.17% | 47 |
|
|
2024
Q4 | $402K | Hold |
5,726
| – | – | 0.16% | 51 |
|
|
2024
Q3 | $447K | Sell |
5,726
-5,989
| -51% | -$467K | 0.18% | 47 |
|
|
2024
Q2 | $851K | Buy |
11,715
+932
| +9% | +$67.7K | 0.36% | 28 |
|
|
2024
Q1 | $785K | Buy |
10,783
+233
| +2% | +$17K | 0.35% | 30 |
|
|
2023
Q4 | $742K | Buy |
+10,550
| New | +$742K | 0.36% | 31 |
|