IWA
Invera 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
Q1 | $4.5M | Sell |
59,407
-2,219
| -4% | -$168K | 5.29% | 4 |
|
|
2024
Q4 | $4.5M | Sell |
61,626
-680
| -1% | -$49.7K | 4.46% | 8 |
|
|
2024
Q3 | $4.66M | Sell |
62,306
-1,811
| -3% | -$135K | 4.63% | 7 |
|
|
2024
Q2 | $4.8M | Buy |
64,117
+5,722
| +10% | +$428K | 4.92% | 7 |
|
|
2024
Q1 | $4.13M | Buy |
58,395
+1,725
| +3% | +$122K | 3.51% | 9 |
|
|
2023
Q4 | $3.99M | Buy |
+56,670
| New | +$3.99M | 2.49% | 11 |
|