HNWAG
High Net Worth Advisory Group’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 | $4.49M | Sell |
53,796
-1,566
| -3% | -$131K | 1.19% | 20 |
|
|
2025
Q1 | $4.19M | Sell |
55,362
-124
| -0.2% | -$9.38K | 1.18% | 22 |
|
|
2024
Q4 | $3.9M | Buy |
55,486
+644
| +1% | +$45.3K | 1.09% | 23 |
|
|
2024
Q3 | $4.28M | Sell |
54,842
-868
| -2% | -$67.7K | 1.17% | 22 |
|
|
2024
Q2 | $4.05M | Sell |
55,710
-624
| -1% | -$45.3K | 1.23% | 21 |
|
|
2024
Q1 | $4.18M | Sell |
56,334
-671
| -1% | -$49.8K | 1.32% | 20 |
|
|
2023
Q4 | $4.01M | Sell |
57,005
-1,696
| -3% | -$119K | 1.49% | 16 |
|
|
2023
Q3 | $3.78M | Sell |
58,701
-462
| -0.8% | -$29.7K | 1.51% | 15 |
|
|
2023
Q2 | $3.99M | Sell |
59,163
-5,101
| -8% | -$344K | 1.55% | 15 |
|
|
2023
Q1 | $4.3M | Sell |
64,264
-4,773
| -7% | -$319K | 1.75% | 12 |
|
|
2022
Q4 | $4.26M | Sell |
69,037
-6,169
| -8% | -$380K | 1.65% | 13 |
|
|
2022
Q3 | $3.96M | Buy |
75,206
+884
| +1% | +$46.6K | 1.69% | 10 |
|
|
2022
Q2 | $4.37M | Buy |
74,322
+5
| +0% | +$294 | 1.82% | 8 |
|
|
2022
Q1 | $5.17M | Buy |
74,317
+2,362
| +3% | +$164K | 1.88% | 9 |
|
|
2021
Q4 | $5.37M | Buy |
+71,955
| New | +$5.37M | 1.88% | 11 |
|