IWM
IHT 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 | $11.8M | Buy |
131,866
+50,587
| +62% | +$4.52M | 0.32% | 72 |
|
|
2025
Q1 | $6.64M | Buy |
81,279
+1,166
| +1% | +$95.3K | 0.21% | 100 |
|
|
2024
Q4 | $6.06M | Sell |
80,113
-51,729
| -39% | -$3.91M | 0.2% | 105 |
|
|
2024
Q3 | $11M | Buy |
131,842
+64,538
| +96% | +$5.38M | 0.31% | 61 |
|
|
2024
Q2 | $5.27M | Buy |
67,304
+6,792
| +11% | +$532K | 0.2% | 102 |
|
|
2024
Q1 | $4.83M | Buy |
60,512
+495
| +0.8% | +$39.5K | 0.19% | 104 |
|
|
2023
Q4 | $4.52M | Sell |
60,017
-2,938
| -5% | -$221K | 0.2% | 105 |
|
|
2023
Q3 | $4.34M | Buy |
62,955
+29,273
| +87% | +$2.02M | 0.22% | 101 |
|
|
2023
Q2 | $2.44M | Buy |
33,682
+10,875
| +48% | +$788K | 0.13% | 158 |
|
|
2023
Q1 | $1.63M | Buy |
22,807
+4,003
| +21% | +$286K | 0.09% | 215 |
|
|
2022
Q4 | $1.23M | Buy |
18,804
+608
| +3% | +$39.9K | 0.08% | 257 |
|
|
2022
Q3 | $1.02M | Sell |
18,196
-23,192
| -56% | -$1.3M | 0.08% | 274 |
|
|
2022
Q2 | $2.59M | Sell |
41,388
-855
| -2% | -$53.4K | 0.23% | 98 |
|
|
2022
Q1 | $3.11M | Buy |
42,243
+1,613
| +4% | +$119K | 0.24% | 90 |
|
|
2021
Q4 | $3.2M | Buy |
40,630
+7,840
| +24% | +$617K | 0.24% | 92 |
|
|
2021
Q3 | $2.56M | Sell |
32,790
-5,966
| -15% | -$465K | 0.21% | 105 |
|
|
2021
Q2 | $3.06M | Sell |
38,756
-158
| -0.4% | -$12.5K | 0.19% | 112 |
|
|
2021
Q1 | $2.95M | Sell |
38,914
-1,032
| -3% | -$78.3K | 0.21% | 105 |
|
|
2020
Q4 | $2.91M | Buy |
39,946
+8,587
| +27% | +$626K | 0.24% | 94 |
|
|
2020
Q3 | $2M | Buy |
31,359
+6,208
| +25% | +$395K | 0.2% | 115 |
|
|
2020
Q2 | $1.53M | Sell |
25,151
-29,672
| -54% | -$1.81M | 0.21% | 109 |
|
|
2020
Q1 | $2.93M | Sell |
54,823
-7,843
| -13% | -$419K | 0.42% | 52 |
|
|
2019
Q4 | $4.35M | Buy |
62,666
+13,084
| +26% | +$908K | 0.52% | 38 |
|
|
2019
Q3 | $3.24M | Sell |
49,582
-12,926
| -21% | -$844K | 0.44% | 50 |
|
|
2019
Q2 | $4.11M | Buy |
62,508
+16,072
| +35% | +$1.06M | 0.6% | 26 |
|
|
2019
Q1 | $3.01M | Buy |
46,436
+10,705
| +30% | +$694K | 0.5% | 39 |
|
|
2018
Q4 | $2.1M | Buy |
35,731
+10,308
| +41% | +$606K | 0.4% | 61 |
|
|
2018
Q3 | $1.73M | Sell |
25,423
-1,031
| -4% | -$70.1K | 0.37% | 62 |
|
|
2018
Q2 | $1.77M | Buy |
26,454
+7,711
| +41% | +$517K | 0.45% | 54 |
|
|
2018
Q1 | $1.29M | Buy |
18,743
+754
| +4% | +$51.8K | 0.35% | 63 |
|
|
2017
Q4 | $1.3M | Buy |
17,989
+1,437
| +9% | +$104K | 0.34% | 65 |
|
|
2017
Q3 | $1.13M | Buy |
16,552
+16,541
| +150,373% | +$1.13M | 0.48% | 47 |
|
|
2017
Q2 | $122 | Hold |
11
| – | – | 0.06% | 303 |
|
|
2017
Q1 | $1K | Sell |
11
-16,193
| -100% | -$1.47M | ﹤0.01% | 1154 |
|
|
2016
Q4 | $941K | Buy |
+16,204
| New | +$941K | 0.71% | 22 |
|