IWA
IBEX Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
51,086
-53,950
| -51% | -$4.82M | 0.49% | 67 |
|
|
2025
Q1 | $8.58M | Buy |
+105,036
| New | +$8.58M | 1.14% | 29 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$23K | – | 254 |
|
|
2021
Q3 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 312 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$19K | – | 145 |
|
|
2019
Q2 | $19K | Buy |
+300
| New | +$19K | 0.01% | 270 |
|
|
2017
Q4 | – | Sell |
-3,032
| Closed | -$208K | – | 97 |
|
|
2017
Q3 | $208K | Sell |
3,032
-50
| -2% | -$3.43K | 0.08% | 125 |
|
|
2017
Q2 | $200K | Buy |
+3,082
| New | +$200K | 0.08% | 127 |
|
|
2017
Q1 | – | Sell |
-1,787
| Closed | -$106K | – | 154 |
|
|
2016
Q4 | $106K | Buy |
+1,787
| New | +$106K | 0.05% | 134 |
|