IWS
Insight Wealth Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
10,041
+2,884
| +40% | +$257K | 0.11% | 102 |
|
|
2025
Q1 | $585K | Buy |
7,157
+329
| +5% | +$26.9K | 0.08% | 117 |
|
|
2024
Q4 | $516K | Buy |
6,828
+668
| +11% | +$50.5K | 0.07% | 119 |
|
|
2024
Q3 | $515K | Sell |
6,160
-272
| -4% | -$22.7K | 0.07% | 127 |
|
|
2024
Q2 | $504K | Buy |
6,432
+349
| +6% | +$27.3K | 0.07% | 131 |
|
|
2024
Q1 | $486K | Sell |
6,083
-167
| -3% | -$13.3K | 0.07% | 134 |
|
|
2023
Q4 | $471K | Buy |
6,250
+443
| +8% | +$33.4K | 0.08% | 132 |
|
|
2023
Q3 | $400K | Buy |
5,807
+586
| +11% | +$40.4K | 0.08% | 123 |
|
|
2023
Q2 | $379K | Buy |
5,221
+941
| +22% | +$68.2K | 0.07% | 118 |
|
|
2023
Q1 | $306K | Buy |
4,280
+61
| +1% | +$4.36K | 0.06% | 123 |
|
|
2022
Q4 | $277K | Buy |
4,219
+41
| +1% | +$2.69K | 0.05% | 125 |
|
|
2022
Q3 | $261K | Hold |
4,178
| – | – | 0.05% | 130 |
|
|
2022
Q2 | $261K | Buy |
4,178
+83
| +2% | +$5.19K | 0.05% | 130 |
|
|
2022
Q1 | $301K | Buy |
4,095
+211
| +5% | +$15.5K | 0.04% | 137 |
|
|
2021
Q4 | $306K | Sell |
3,884
-9,504
| -71% | -$749K | 0.04% | 135 |
|
|
2021
Q3 | $1.04M | Sell |
13,388
-348
| -3% | -$27.1K | 0.15% | 94 |
|
|
2021
Q2 | $1.08M | Sell |
13,736
-849
| -6% | -$66.9K | 0.15% | 88 |
|
|
2021
Q1 | $1.11M | Sell |
14,585
-4,233
| -22% | -$321K | 0.15% | 96 |
|
|
2020
Q4 | $1.37M | Buy |
18,818
+10,551
| +128% | +$770K | 0.23% | 62 |
|
|
2020
Q3 | $526K | Buy |
8,267
+1,066
| +15% | +$67.8K | 0.1% | 97 |
|
|
2020
Q2 | $438K | Buy |
7,201
+191
| +3% | +$11.6K | 0.1% | 94 |
|
|
2020
Q1 | $375K | Sell |
7,010
-223
| -3% | -$11.9K | 0.1% | 98 |
|
|
2019
Q4 | $502K | Buy |
7,233
+1,288
| +22% | +$89.4K | 0.11% | 123 |
|
|
2019
Q3 | $388K | Buy |
5,945
+24
| +0.4% | +$1.57K | 0.09% | 136 |
|
|
2019
Q2 | $389K | Buy |
5,921
+1,118
| +23% | +$73.5K | 0.1% | 123 |
|
|
2019
Q1 | $312K | Buy |
4,803
+107
| +2% | +$6.95K | 0.09% | 121 |
|
|
2018
Q4 | $276K | Buy |
+4,696
| New | +$276K | 0.08% | 119 |
|