MRWM
ML&R Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.56M | Hold |
32,002
| – | – | 0.59% | 16 |
|
|
2023
Q4 | $2.41M | Sell |
32,002
-138
| -0.4% | -$10.4K | 0.55% | 18 |
|
|
2023
Q3 | $2.22M | Buy |
32,140
+80
| +0.2% | +$5.51K | 0.58% | 18 |
|
|
2023
Q2 | $2.32M | Hold |
32,060
| – | – | 0.51% | 31 |
|
|
2023
Q1 | $2.29M | Hold |
32,060
| – | – | 0.61% | 17 |
|
|
2022
Q4 | $2.1M | Sell |
32,060
-763
| -2% | -$50.1K | 0.63% | 14 |
|
|
2022
Q3 | $1.84M | Buy |
32,823
+763
| +2% | +$42.7K | 0.62% | 14 |
|
|
2022
Q2 | $2M | Hold |
32,060
| – | – | 0.9% | 10 |
|
|
2022
Q1 | $2.36M | Sell |
32,060
-563
| -2% | -$41.4K | 0.87% | 12 |
|
|
2021
Q4 | $2.57M | Buy |
+32,623
| New | +$2.57M | 0.95% | 10 |
|