MWM
MY 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 | – | Sell |
-67,801
| Closed | -$5.11M | – | 28 |
|
|
2023
Q4 | $5.11M | Sell |
67,801
-1,105
| -2% | -$83.3K | 4.81% | 8 |
|
|
2023
Q3 | $4.75M | Sell |
68,906
-253
| -0.4% | -$17.4K | 4.72% | 8 |
|
|
2023
Q2 | $5.01M | Sell |
69,159
-442
| -0.6% | -$32K | 4.57% | 7 |
|
|
2023
Q1 | $4.98M | Buy |
+69,601
| New | +$4.98M | 4.98% | 6 |
|