MAWCM
Mine & Arao Wealth Creation & Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-160
| Closed | -$11.9K | – | 208 |
|
|
2024
Q1 | $11.9K | Hold |
160
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $11.3K | Hold |
160
| – | – | 0.01% | 205 |
|
|
2023
Q3 | $10.3K | Hold |
160
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $10.8K | Hold |
160
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $10.7K | Buy |
+160
| New | +$10.7K | 0.01% | 217 |
|
|
2022
Q4 | – | Sell |
-41
| Closed | -$2K | – | 333 |
|
|
2022
Q3 | $2K | Sell |
41
-4,058
| -99% | -$198K | ﹤0.01% | 310 |
|
|
2022
Q2 | $241K | Buy |
4,099
+92
| +2% | +$5.41K | 0.17% | 63 |
|
|
2022
Q1 | $279K | Hold |
4,007
| – | – | 0.16% | 61 |
|
|
2021
Q4 | $299K | Hold |
4,007
| – | – | 0.16% | 59 |
|
|
2021
Q3 | $298K | Hold |
4,007
| – | – | 0.18% | 57 |
|
|
2021
Q2 | $300K | Buy |
4,007
+70
| +2% | +$5.24K | 0.18% | 56 |
|
|
2021
Q1 | $284K | Buy |
3,937
+3,738
| +1,878% | +$270K | 0.19% | 57 |
|
|
2020
Q4 | $14K | Buy |
+199
| New | +$14K | 0.01% | 194 |
|