HSWM
Hubbell Strickland 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 | $1.79M | Buy |
20,053
+392
| +2% | +$35K | 0.79% | 18 |
|
|
2025
Q1 | $1.61M | Sell |
19,661
-1,572
| -7% | -$128K | 0.76% | 20 |
|
|
2024
Q4 | $1.61M | Sell |
21,233
-166
| -0.8% | -$12.6K | 0.76% | 20 |
|
|
2024
Q3 | $1.79M | Buy |
21,399
+64
| +0.3% | +$5.35K | 0.84% | 20 |
|
|
2024
Q2 | $1.67M | Sell |
21,335
-10
| -0% | -$783 | 0.84% | 18 |
|
|
2024
Q1 | $1.7M | Buy |
21,345
+16
| +0.1% | +$1.28K | 0.86% | 19 |
|
|
2023
Q4 | $1.61M | Buy |
21,329
+143
| +0.7% | +$10.8K | 0.88% | 19 |
|
|
2023
Q3 | $1.46M | Hold |
21,186
| – | – | 0.87% | 20 |
|
|
2023
Q2 | $1.54M | Buy |
21,186
+374
| +2% | +$27.1K | 0.89% | 20 |
|
|
2023
Q1 | $1.49M | Buy |
20,812
+200
| +1% | +$14.3K | 0.9% | 21 |
|
|
2022
Q4 | $1.35M | Sell |
20,612
-1,209
| -6% | -$79.4K | 0.82% | 21 |
|
|
2022
Q3 | $1.22M | Sell |
21,821
-637
| -3% | -$35.7K | 0.85% | 20 |
|
|
2022
Q2 | $1.4M | Sell |
22,458
-92
| -0.4% | -$5.75K | 0.93% | 19 |
|
|
2022
Q1 | $1.66M | Sell |
22,550
-664
| -3% | -$48.9K | 0.99% | 18 |
|
|
2021
Q4 | $1.83M | Sell |
23,214
-724
| -3% | -$56.9K | 1.01% | 16 |
|
|
2021
Q3 | $1.87M | Sell |
23,938
-1,059
| -4% | -$82.6K | 1.13% | 15 |
|
|
2021
Q2 | $1.97M | Buy |
24,997
+171
| +0.7% | +$13.5K | 1.19% | 14 |
|
|
2021
Q1 | $1.88M | Sell |
24,826
-703
| -3% | -$53.3K | 1.21% | 14 |
|
|
2020
Q4 | $1.86M | Sell |
25,529
-487
| -2% | -$35.5K | 1.27% | 12 |
|
|
2020
Q3 | $1.66M | Hold |
26,016
| – | – | 1.29% | 12 |
|
|
2020
Q2 | $1.58M | Sell |
26,016
-95
| -0.4% | -$5.78K | 1.33% | 13 |
|
|
2020
Q1 | $1.4M | Sell |
26,111
-455
| -2% | -$24.3K | 1.42% | 13 |
|
|
2019
Q4 | $1.85M | Sell |
26,566
-543
| -2% | -$37.7K | 1.49% | 13 |
|
|
2019
Q3 | $1.77M | Buy |
+27,109
| New | +$1.77M | 1.53% | 13 |
|