MWM
Maltin Wealth Management’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 | $615K | Buy |
7,364
+61
| +0.8% | +$5.09K | 0.28% | 72 |
|
|
2025
Q1 | $552K | Buy |
7,303
+111
| +2% | +$8.4K | 0.26% | 74 |
|
|
2024
Q4 | $505K | Buy |
7,192
+121
| +2% | +$8.5K | 0.25% | 77 |
|
|
2024
Q3 | $552K | Buy |
+7,071
| New | +$552K | 0.27% | 73 |
|
|
2022
Q4 | – | Sell |
-5,620
| Closed | -$296K | – | 107 |
|
|
2022
Q3 | $296K | Buy |
+5,620
| New | +$296K | 0.23% | 89 |
|
|
2022
Q2 | – | Sell |
-115,308
| Closed | -$8.02M | – | 119 |
|
|
2022
Q1 | $8.02M | Buy |
115,308
+5,079
| +5% | +$353K | 5.3% | 2 |
|
|
2021
Q4 | $8.23M | Buy |
110,229
+5,357
| +5% | +$400K | 4.95% | 3 |
|
|
2021
Q3 | $7.79M | Buy |
104,872
+1,697
| +2% | +$126K | 4.78% | 4 |
|
|
2021
Q2 | $7.72M | Buy |
103,175
+6,787
| +7% | +$508K | 4.69% | 4 |
|
|
2021
Q1 | $6.95M | Buy |
96,388
+8,644
| +10% | +$623K | 4.5% | 4 |
|
|
2020
Q4 | $6.06M | Buy |
87,744
+2,387
| +3% | +$165K | 4.25% | 5 |
|
|
2020
Q3 | $5.15M | Buy |
85,357
+8,012
| +10% | +$483K | 3.66% | 6 |
|
|
2020
Q2 | $4.42M | Buy |
77,345
+202
| +0.3% | +$11.5K | 3.34% | 5 |
|
|
2020
Q1 | $3.85M | Sell |
77,143
-7,301
| -9% | -$364K | 3.27% | 5 |
|
|
2019
Q4 | $5.51M | Buy |
+84,444
| New | +$5.51M | 3.56% | 7 |
|