IWAG
Integer Wealth Advisors Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.1M | Sell |
26,931
-18,690
| -41% | -$1.46M | 1.14% | 27 |
|
|
2020
Q4 | $3.42M | Buy |
45,621
+5,403
| +13% | +$405K | 2.26% | 16 |
|
|
2020
Q3 | $2.56M | Buy |
40,218
+2,917
| +8% | +$186K | 2.35% | 15 |
|
|
2020
Q2 | $2.3M | Buy |
37,301
+362
| +1% | +$22.3K | 2.35% | 15 |
|
|
2020
Q1 | $2.1M | Sell |
36,939
-15,211
| -29% | -$865K | 2.39% | 15 |
|
|
2019
Q4 | $3.59M | Buy |
+52,150
| New | +$3.59M | 3.55% | 9 |
|