HSWM
Hubbell Strickland Wealth Management’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 | $5.49M | Buy |
65,729
+5,285
| +9% | +$441K | 2.42% | 9 |
|
|
2025
Q1 | $4.57M | Buy |
60,444
+5,332
| +10% | +$403K | 2.16% | 9 |
|
|
2024
Q4 | $3.87M | Buy |
55,112
+1,535
| +3% | +$108K | 1.84% | 11 |
|
|
2024
Q3 | $4.18M | Buy |
53,577
+813
| +2% | +$63.5K | 1.96% | 10 |
|
|
2024
Q2 | $3.83M | Buy |
52,764
+1,905
| +4% | +$138K | 1.92% | 10 |
|
|
2024
Q1 | $3.78M | Buy |
50,859
+735
| +1% | +$54.7K | 1.91% | 10 |
|
|
2023
Q4 | $3.53M | Buy |
50,124
+163
| +0.3% | +$11.5K | 1.93% | 10 |
|
|
2023
Q3 | $3.21M | Buy |
49,961
+1,234
| +3% | +$79.3K | 1.92% | 10 |
|
|
2023
Q2 | $3.29M | Buy |
48,727
+2,738
| +6% | +$185K | 1.9% | 10 |
|
|
2023
Q1 | $3.07M | Sell |
45,989
-121
| -0.3% | -$8.09K | 1.87% | 10 |
|
|
2022
Q4 | $2.84M | Sell |
46,110
-2,522
| -5% | -$155K | 1.73% | 12 |
|
|
2022
Q3 | $2.56M | Buy |
48,632
+235
| +0.5% | +$12.4K | 1.79% | 10 |
|
|
2022
Q2 | $2.85M | Buy |
48,397
+1,460
| +3% | +$85.9K | 1.9% | 11 |
|
|
2022
Q1 | $3.26M | Buy |
46,937
+189
| +0.4% | +$13.1K | 1.94% | 11 |
|
|
2021
Q4 | $3.49M | Buy |
46,748
+1,414
| +3% | +$106K | 1.93% | 10 |
|
|
2021
Q3 | $3.37M | Buy |
45,334
+829
| +2% | +$61.6K | 2.04% | 9 |
|
|
2021
Q2 | $3.33M | Buy |
44,505
+289
| +0.7% | +$21.6K | 2% | 9 |
|
|
2021
Q1 | $3.19M | Sell |
44,216
-793
| -2% | -$57.1K | 2.05% | 8 |
|
|
2020
Q4 | $3.11M | Buy |
45,009
+415
| +0.9% | +$28.7K | 2.12% | 8 |
|
|
2020
Q3 | $2.69M | Sell |
44,594
-138
| -0.3% | -$8.32K | 2.09% | 9 |
|
|
2020
Q2 | $2.56M | Sell |
44,732
-2,402
| -5% | -$137K | 2.15% | 8 |
|
|
2020
Q1 | $2.35M | Sell |
47,134
-3,140
| -6% | -$157K | 2.39% | 7 |
|
|
2019
Q4 | $3.28M | Buy |
50,274
+152
| +0.3% | +$9.92K | 2.65% | 7 |
|
|
2019
Q3 | $3.06M | Buy |
+50,122
| New | +$3.06M | 2.65% | 7 |
|