MWP
Moller Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
64,663
+2,076
| +3% | +$186K | 1.28% | 22 |
|
|
2025
Q1 | $5.12M | Sell |
62,587
-450
| -0.7% | -$36.8K | 1.26% | 22 |
|
|
2024
Q4 | $4.77M | Hold |
63,037
| – | – | 1.25% | 22 |
|
|
2024
Q3 | $5.27M | Hold |
63,037
| – | – | 1.32% | 22 |
|
|
2024
Q2 | $4.94M | Sell |
63,037
-1,968
| -3% | -$154K | 1.32% | 22 |
|
|
2024
Q1 | $5.19M | Sell |
65,005
-21
| -0% | -$1.68K | 1.41% | 22 |
|
|
2023
Q4 | $4.9M | Hold |
65,026
| – | – | 1.38% | 22 |
|
|
2023
Q3 | $4.48M | Sell |
65,026
-46
| -0.1% | -$3.17K | 1.42% | 23 |
|
|
2023
Q2 | $4.72M | Sell |
65,072
-1,356
| -2% | -$98.3K | 1.44% | 23 |
|
|
2023
Q1 | $4.75M | Sell |
66,428
-2,421
| -4% | -$173K | 1.47% | 23 |
|
|
2022
Q4 | $4.52M | Sell |
68,849
-1,355
| -2% | -$88.9K | 1.45% | 23 |
|
|
2022
Q3 | $3.93M | Buy |
70,204
+1,563
| +2% | +$87.5K | 1.42% | 22 |
|
|
2022
Q2 | $4.29M | Sell |
68,641
-425
| -0.6% | -$26.6K | 1.45% | 22 |
|
|
2022
Q1 | $5.08M | Sell |
69,066
-1,196
| -2% | -$88K | 1.58% | 21 |
|
|
2021
Q4 | $5.53M | Sell |
70,262
-255
| -0.4% | -$20.1K | 1.76% | 20 |
|
|
2021
Q3 | $5.5M | Sell |
70,517
-440
| -0.6% | -$34.3K | 1.82% | 19 |
|
|
2021
Q2 | $5.6M | Sell |
70,957
-3,183
| -4% | -$251K | 1.84% | 19 |
|
|
2021
Q1 | $5.63M | Buy |
74,140
+15
| +0% | +$1.14K | 1.96% | 19 |
|
|
2020
Q4 | $5.41M | Sell |
74,125
-1,959
| -3% | -$143K | 2.24% | 18 |
|
|
2020
Q3 | $4.84M | Sell |
76,084
-2,633
| -3% | -$168K | 2.17% | 19 |
|
|
2020
Q2 | $4.79M | Buy |
78,717
+48,174
| +158% | +$2.93M | 2.1% | 18 |
|
|
2020
Q1 | $1.63M | Sell |
30,543
-194
| -0.6% | -$10.4K | 0.85% | 23 |
|
|
2019
Q4 | $2.13M | Sell |
30,737
-748
| -2% | -$51.9K | 0.94% | 22 |
|
|
2019
Q3 | $2.05M | Hold |
31,485
| – | – | 0.99% | 19 |
|
|
2019
Q2 | $2.07M | Hold |
31,485
| – | – | 1.06% | 19 |
|
|
2019
Q1 | $2.04M | Sell |
31,485
-316
| -1% | -$20.5K | 0.92% | 19 |
|
|
2018
Q4 | $1.93M | Buy |
31,801
+8,385
| +36% | +$509K | 1.26% | 17 |
|
|
2018
Q3 | $1.59M | Hold |
23,416
| – | – | 0.7% | 18 |
|
|
2018
Q2 | $1.57M | Hold |
23,416
| – | – | 0.61% | 21 |
|
|
2018
Q1 | $1.63M | Sell |
23,416
-120
| -0.5% | -$8.36K | 0.71% | 20 |
|
|
2017
Q4 | $1.66M | Sell |
23,536
-91
| -0.4% | -$6.4K | 0.63% | 20 |
|
|
2017
Q3 | $1.62M | Sell |
23,627
-200
| -0.8% | -$13.7K | 0.62% | 20 |
|
|
2017
Q2 | $1.55M | Sell |
23,827
-1,387
| -6% | -$90.5K | 0.65% | 20 |
|
|
2017
Q1 | $1.57M | Buy |
25,214
+493
| +2% | +$30.7K | 0.69% | 21 |
|
|
2016
Q4 | $1.43M | Sell |
24,721
-780
| -3% | -$45K | 0.7% | 19 |
|
|
2016
Q3 | $1.51M | Sell |
25,501
-89
| -0.3% | -$5.26K | 0.69% | 20 |
|
|
2016
Q2 | $1.43M | Hold |
25,590
| – | – | 0.7% | 20 |
|
|
2016
Q1 | $1.46M | Sell |
25,590
-367
| -1% | -$21K | 0.86% | 19 |
|
|
2015
Q4 | $1.52M | Buy |
25,957
+1,481
| +6% | +$87K | 0.84% | 19 |
|
|
2015
Q3 | $1.4M | Buy |
24,476
+56
| +0.2% | +$3.21K | 1.3% | 16 |
|
|
2015
Q2 | $1.55M | Sell |
24,420
-31
| -0.1% | -$1.97K | 0.7% | 19 |
|
|
2015
Q1 | $1.57M | Sell |
24,451
-88
| -0.4% | -$5.65K | 0.72% | 17 |
|
|
2014
Q4 | $1.49M | Sell |
24,539
-1,185
| -5% | -$72.1K | 0.74% | 19 |
|
|
2014
Q3 | $1.65M | Sell |
25,724
-528
| -2% | -$33.8K | 0.78% | 18 |
|
|
2014
Q2 | $1.8M | Sell |
26,252
-2,765
| -10% | -$189K | 0.82% | 16 |
|
|
2014
Q1 | $1.95M | Sell |
29,017
-3,556
| -11% | -$239K | 0.99% | 15 |
|
|
2013
Q4 | $2.19M | Sell |
32,573
-6,975
| -18% | -$468K | 1.17% | 15 |
|
|
2013
Q3 | $2.52M | Sell |
39,548
-2,416
| -6% | -$154K | 1.59% | 15 |
|
|
2013
Q2 | $2.41M | Buy |
+41,964
| New | +$2.41M | 1.76% | 12 |
|