MSWM
McGlone Suttner 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 | $948K | Sell |
11,352
-2,354
| -17% | -$197K | 0.14% | 72 |
|
|
2025
Q1 | $1.04M | Sell |
13,706
-1
| -0% | -$76 | 0.17% | 67 |
|
|
2024
Q4 | $963K | Sell |
13,707
-1,404
| -9% | -$98.7K | 0.16% | 64 |
|
|
2024
Q3 | $1.18M | Sell |
15,111
-7,792
| -34% | -$608K | 0.25% | 52 |
|
|
2024
Q2 | $1.61M | Buy |
22,903
+4,691
| +26% | +$330K | 0.33% | 30 |
|
|
2024
Q1 | $1.35M | Sell |
18,212
-4,691
| -20% | -$348K | 0.25% | 46 |
|
|
2023
Q4 | $1.61M | Sell |
22,903
-2,929
| -11% | -$206K | 0.32% | 30 |
|
|
2023
Q3 | $1.66M | Sell |
25,832
-6,727
| -21% | -$433K | 0.39% | 25 |
|
|
2023
Q2 | $2.2M | Sell |
32,559
-2,005
| -6% | -$135K | 0.5% | 21 |
|
|
2023
Q1 | $2.31M | Sell |
34,564
-5,292
| -13% | -$354K | 0.59% | 20 |
|
|
2022
Q4 | $2.46M | Buy |
+39,856
| New | +$2.46M | 0.78% | 21 |
|