IWM
IHT 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 | $6.98M | Buy |
83,665
+11,252
| +16% | +$939K | 0.19% | 112 |
|
|
2025
Q1 | $5.48M | Sell |
72,413
-1,430
| -2% | -$108K | 0.17% | 121 |
|
|
2024
Q4 | $5.19M | Sell |
73,843
-33,553
| -31% | -$2.36M | 0.17% | 120 |
|
|
2024
Q3 | $8.36M | Buy |
107,396
+31,291
| +41% | +$2.44M | 0.24% | 83 |
|
|
2024
Q2 | $5.53M | Buy |
76,105
+3,505
| +5% | +$255K | 0.21% | 100 |
|
|
2024
Q1 | $5.39M | Buy |
72,600
+5,179
| +8% | +$384K | 0.22% | 91 |
|
|
2023
Q4 | $4.74M | Buy |
67,421
+6,029
| +10% | +$424K | 0.21% | 101 |
|
|
2023
Q3 | $3.95M | Buy |
61,392
+9,838
| +19% | +$633K | 0.2% | 109 |
|
|
2023
Q2 | $3.48M | Buy |
51,554
+31,695
| +160% | +$2.14M | 0.18% | 115 |
|
|
2023
Q1 | $1.33M | Sell |
19,859
-795
| -4% | -$53.1K | 0.08% | 248 |
|
|
2022
Q4 | $1.27M | Sell |
20,654
-675
| -3% | -$41.6K | 0.08% | 250 |
|
|
2022
Q3 | $1.12M | Sell |
21,329
-5,416
| -20% | -$285K | 0.09% | 255 |
|
|
2022
Q2 | $1.57M | Buy |
26,745
+212
| +0.8% | +$12.5K | 0.14% | 160 |
|
|
2022
Q1 | $1.84M | Sell |
26,533
-246
| -0.9% | -$17.1K | 0.14% | 156 |
|
|
2021
Q4 | $2M | Buy |
26,779
+352
| +1% | +$26.3K | 0.15% | 139 |
|
|
2021
Q3 | $1.96M | Sell |
26,427
-19,626
| -43% | -$1.46M | 0.16% | 135 |
|
|
2021
Q2 | $3.45M | Buy |
46,053
+9,779
| +27% | +$732K | 0.22% | 100 |
|
|
2021
Q1 | $2.61M | Sell |
36,274
-2,801
| -7% | -$202K | 0.19% | 118 |
|
|
2020
Q4 | $2.7M | Buy |
39,075
+2,298
| +6% | +$159K | 0.22% | 108 |
|
|
2020
Q3 | $2.22M | Buy |
36,777
+546
| +2% | +$32.9K | 0.22% | 104 |
|
|
2020
Q2 | $2.07M | Sell |
36,231
-49,295
| -58% | -$2.82M | 0.28% | 80 |
|
|
2020
Q1 | $4.27M | Buy |
85,526
+1,814
| +2% | +$90.5K | 0.61% | 25 |
|
|
2019
Q4 | $5.46M | Buy |
83,712
+8,543
| +11% | +$557K | 0.65% | 21 |
|
|
2019
Q3 | $4.59M | Buy |
75,169
+12,497
| +20% | +$763K | 0.62% | 27 |
|
|
2019
Q2 | $3.85M | Sell |
62,672
-1,764
| -3% | -$108K | 0.56% | 31 |
|
|
2019
Q1 | $3.92M | Sell |
64,436
-5,142
| -7% | -$312K | 0.65% | 25 |
|
|
2018
Q4 | $3.83M | Buy |
69,578
+16,700
| +32% | +$919K | 0.74% | 27 |
|
|
2018
Q3 | $3.39M | Buy |
52,878
+7,576
| +17% | +$485K | 0.73% | 26 |
|
|
2018
Q2 | $2.87M | Buy |
45,302
+33,740
| +292% | +$2.14M | 0.73% | 27 |
|
|
2018
Q1 | $750K | Buy |
11,562
+3,851
| +50% | +$250K | 0.2% | 134 |
|
|
2017
Q4 | $524K | Buy |
7,711
+4,790
| +164% | +$326K | 0.14% | 185 |
|
|
2017
Q3 | $187K | Buy |
2,921
+2,821
| +2,821% | +$181K | 0.08% | 257 |
|
|
2017
Q2 | $37 | Hold |
100
| – | – | 0.02% | 592 |
|
|
2017
Q1 | $5K | Buy |
100
+44
| +79% | +$2.2K | ﹤0.01% | 953 |
|
|
2016
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 985 |
|