MWM
Modern Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1M | Buy |
717,544
+685,955
| +2,171% | +$61.3M | 1.6% | 11 |
|
|
2025
Q1 | $2.58M | Buy |
31,589
+23,250
| +279% | +$1.9M | 0.08% | 188 |
|
|
2024
Q4 | $630K | Sell |
8,339
-841,895
| -99% | -$63.7M | 0.02% | 326 |
|
|
2024
Q3 | $71.1M | Buy |
850,234
+842,161
| +10,432% | +$70.4M | 4.36% | 5 |
|
|
2024
Q2 | $632K | Buy |
8,073
+5,238
| +185% | +$410K | 0.05% | 190 |
|
|
2024
Q1 | $226K | Sell |
2,835
-25,266
| -90% | -$2.02M | 0.02% | 272 |
|
|
2023
Q4 | $2.12M | Buy |
+28,101
| New | +$2.12M | 0.27% | 36 |
|