IWA
IVC Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,809
| Closed | -$1.64M | – | 164 |
|
|
2023
Q3 | $1.64M | Buy |
23,809
+2,048
| +9% | +$141K | 1.1% | 17 |
|
|
2023
Q2 | $1.58M | Buy |
21,761
+419
| +2% | +$30.4K | 1% | 19 |
|
|
2023
Q1 | $1.53M | Buy |
21,342
+5,914
| +38% | +$423K | 1.08% | 20 |
|
|
2022
Q4 | $1.01M | Sell |
15,428
-67
| -0.4% | -$4.4K | 0.75% | 36 |
|
|
2022
Q3 | $868K | Buy |
15,495
+1,278
| +9% | +$71.6K | 0.7% | 37 |
|
|
2022
Q2 | $888K | Buy |
+14,217
| New | +$888K | 0.69% | 40 |
|