IWA
Inspirion Wealth Advisors’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 | $1.22M | Buy |
14,651
+35
| +0.2% | +$2.92K | 0.16% | 57 |
|
|
2025
Q1 | $1.11M | Hold |
14,616
| – | – | 0.15% | 58 |
|
|
2024
Q4 | $1.04M | Buy |
14,616
+30
| +0.2% | +$2.13K | 0.14% | 56 |
|
|
2024
Q3 | $1.14M | Sell |
14,586
-332
| -2% | -$25.9K | 0.16% | 55 |
|
|
2024
Q2 | $1.08M | Sell |
14,918
-56
| -0.4% | -$4.07K | 0.17% | 55 |
|
|
2024
Q1 | $1.11M | Buy |
14,974
+56
| +0.4% | +$4.16K | 0.18% | 55 |
|
|
2023
Q4 | $1.04M | Sell |
14,918
-147
| -1% | -$10.2K | 0.19% | 53 |
|
|
2023
Q3 | $969K | Buy |
15,065
+13
| +0.1% | +$837 | 0.19% | 52 |
|
|
2023
Q2 | $1.02M | Sell |
15,052
-1,714
| -10% | -$116K | 0.19% | 54 |
|
|
2023
Q1 | $1.12M | Buy |
+16,766
| New | +$1.12M | 0.22% | 46 |
|
|
2022
Q1 | – | Sell |
-2,733
| Closed | -$204K | – | 108 |
|
|
2021
Q4 | $204K | Buy |
+2,733
| New | +$204K | 0.04% | 101 |
|