MWR
McAdams Wright Ragen’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.98M | Buy |
62,069
+2,500
| +4% | +$160K | 0.22% | 95 |
|
|
2014
Q2 | $4.07M | Buy |
59,569
+430
| +0.7% | +$29.4K | 0.23% | 92 |
|
|
2014
Q1 | $3.97M | Sell |
59,139
-4,335
| -7% | -$291K | 0.25% | 88 |
|
|
2013
Q4 | $4.26M | Sell |
63,474
-39,320
| -38% | -$2.64M | 0.28% | 89 |
|
|
2013
Q3 | $6.56M | Sell |
102,794
-1,490
| -1% | -$95.1K | 0.52% | 54 |
|
|
2013
Q2 | $5.98M | Buy |
+104,284
| New | +$5.98M | 0.48% | 62 |
|