HWM
Howard Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
6,357
+13
| +0.2% | +$1.16K | 0.29% | 72 |
|
|
2025
Q1 | $519K | Sell |
6,344
-92
| -1% | -$7.52K | 0.29% | 73 |
|
|
2024
Q4 | $487K | Buy |
6,436
+33
| +0.5% | +$2.5K | 0.26% | 75 |
|
|
2024
Q3 | $535K | Hold |
6,403
| – | – | 0.31% | 70 |
|
|
2024
Q2 | $502K | Buy |
6,403
+29
| +0.5% | +$2.27K | 0.4% | 61 |
|
|
2024
Q1 | $509K | Buy |
6,374
+15
| +0.2% | +$1.2K | 0.41% | 52 |
|
|
2023
Q4 | $479K | Buy |
6,359
+87
| +1% | +$6.56K | 0.4% | 55 |
|
|
2023
Q3 | $432K | Hold |
6,272
| – | – | 0.4% | 56 |
|
|
2023
Q2 | $455K | Sell |
6,272
-110
| -2% | -$7.98K | 0.39% | 56 |
|
|
2023
Q1 | $456K | Sell |
6,382
-312
| -5% | -$22.3K | 0.38% | 63 |
|
|
2022
Q4 | $439K | Hold |
6,694
| – | – | 0.36% | 66 |
|
|
2022
Q3 | $374K | Buy |
6,694
+650
| +11% | +$36.3K | 0.26% | 73 |
|
|
2022
Q2 | $377K | Sell |
6,044
-600
| -9% | -$37.4K | 0.4% | 43 |
|
|
2022
Q1 | $488K | Sell |
6,644
-83
| -1% | -$6.1K | 0.27% | 77 |
|
|
2021
Q4 | $529K | Buy |
6,727
+12
| +0.2% | +$944 | 0.28% | 77 |
|
|
2021
Q3 | $523K | Sell |
6,715
-50
| -0.7% | -$3.89K | 0.29% | 77 |
|
|
2021
Q2 | $533K | Buy |
6,765
+328
| +5% | +$25.8K | 0.29% | 77 |
|
|
2021
Q1 | $488K | Sell |
6,437
-60
| -0.9% | -$4.55K | 0.29% | 79 |
|
|
2020
Q4 | $474K | Sell |
6,497
-279
| -4% | -$20.4K | 0.3% | 79 |
|
|
2020
Q3 | $431K | Buy |
6,776
+289
| +4% | +$18.4K | 0.31% | 72 |
|
|
2020
Q2 | $394K | Sell |
6,487
-345
| -5% | -$21K | 0.32% | 71 |
|
|
2020
Q1 | $365K | Sell |
6,832
-4,074
| -37% | -$218K | 0.38% | 67 |
|
|
2019
Q4 | $757K | Buy |
+10,906
| New | +$757K | 0.63% | 32 |
|