MWA
MFA Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,082
| Closed | -$248K | – | 46 |
|
|
2019
Q1 | $248K | Buy |
+4,082
| New | +$248K | 0.16% | 47 |
|
|
2018
Q4 | – | Sell |
-4,997
| Closed | -$294K | – | 46 |
|
|
2018
Q3 | $294K | Buy |
4,997
+31
| +0.6% | +$1.82K | 0.22% | 41 |
|
|
2018
Q2 | $316K | Sell |
4,966
-442
| -8% | -$28.1K | 0.21% | 47 |
|
|
2018
Q1 | $360K | Buy |
5,408
+376
| +7% | +$25K | 0.27% | 40 |
|
|
2017
Q4 | $351K | Buy |
+5,032
| New | +$351K | 0.24% | 48 |
|