HNWAG
High Net Worth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
12,250
| – | – | 0.29% | 79 |
|
|
2025
Q1 | $1M | Hold |
12,250
| – | – | 0.28% | 84 |
|
|
2024
Q4 | $926K | Hold |
12,250
| – | – | 0.26% | 88 |
|
|
2024
Q3 | $1.02M | Hold |
12,250
| – | – | 0.28% | 77 |
|
|
2024
Q2 | $960K | Hold |
12,250
| – | – | 0.29% | 76 |
|
|
2024
Q1 | $978K | Hold |
12,250
| – | – | 0.31% | 77 |
|
|
2023
Q4 | $923K | Sell |
12,250
-47
| -0.4% | -$3.54K | 0.34% | 73 |
|
|
2023
Q3 | $848K | Hold |
12,297
| – | – | 0.34% | 75 |
|
|
2023
Q2 | $892K | Hold |
12,297
| – | – | 0.35% | 75 |
|
|
2023
Q1 | $879K | Hold |
12,297
| – | – | 0.36% | 75 |
|
|
2022
Q4 | $807K | Buy |
12,297
+8,000
| +186% | +$525K | 0.31% | 79 |
|
|
2022
Q3 | $241K | Buy |
4,297
+3,350
| +354% | +$188K | 0.1% | 162 |
|
|
2022
Q2 | $59K | Hold |
947
| – | – | 0.02% | 300 |
|
|
2022
Q1 | $70K | Hold |
947
| – | – | 0.03% | 292 |
|
|
2021
Q4 | $75K | Buy |
+947
| New | +$75K | 0.03% | 294 |
|