MWPCG
Measured Wealth Private Client Group’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 | $251K | Sell |
3,008
-36
| -1% | -$3.01K | 0.08% | 157 |
|
|
2025
Q1 | $230K | Sell |
3,044
-1,322
| -30% | -$100K | 0.07% | 156 |
|
|
2024
Q4 | $307K | Buy |
+4,366
| New | +$307K | 0.1% | 137 |
|
|
2018
Q4 | – | Sell |
-491
| Closed | -$31K | – | 382 |
|
|
2018
Q3 | $31K | Buy |
+491
| New | +$31K | 0.02% | 445 |
|