NWM
Northwest Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
23,851
-163
| -0.7% | -$13.6K | 0.36% | 54 |
|
|
2025
Q1 | $1.82M | Sell |
24,014
-622
| -3% | -$47.1K | 0.36% | 53 |
|
|
2024
Q4 | $1.73M | Sell |
24,636
-947
| -4% | -$66.6K | 0.37% | 52 |
|
|
2024
Q3 | $2M | Sell |
25,583
-131
| -0.5% | -$10.2K | 0.47% | 46 |
|
|
2024
Q2 | $1.87M | Sell |
25,714
-505
| -2% | -$36.7K | 0.48% | 44 |
|
|
2024
Q1 | $1.95M | Sell |
26,219
-1,384
| -5% | -$103K | 0.53% | 41 |
|
|
2023
Q4 | $1.94M | Buy |
27,603
+79
| +0.3% | +$5.56K | 0.58% | 43 |
|
|
2023
Q3 | $1.77M | Sell |
27,524
-512
| -2% | -$32.9K | 0.64% | 42 |
|
|
2023
Q2 | $1.89M | Sell |
28,036
-859
| -3% | -$58K | 0.69% | 41 |
|
|
2023
Q1 | $1.93M | Sell |
28,895
-600
| -2% | -$40.1K | 0.74% | 38 |
|
|
2022
Q4 | $1.82M | Sell |
29,495
-5,070
| -15% | -$313K | 0.78% | 40 |
|
|
2022
Q3 | $1.82M | Sell |
34,565
-965
| -3% | -$50.8K | 0.8% | 42 |
|
|
2022
Q2 | $2.09M | Buy |
35,530
+208
| +0.6% | +$12.2K | 0.91% | 38 |
|
|
2022
Q1 | $2.46M | Buy |
35,322
+4,033
| +13% | +$280K | 1.2% | 27 |
|
|
2021
Q4 | $2.34M | Buy |
31,289
+3,711
| +13% | +$277K | 1.09% | 29 |
|
|
2021
Q3 | $2.05M | Buy |
27,578
+3,696
| +15% | +$274K | 1.02% | 27 |
|
|
2021
Q2 | $1.79M | Sell |
23,882
-197
| -0.8% | -$14.7K | 0.95% | 26 |
|
|
2021
Q1 | $1.74M | Buy |
24,079
+523
| +2% | +$37.7K | 1.09% | 25 |
|
|
2020
Q4 | $1.63M | Buy |
23,556
+831
| +4% | +$57.4K | 1.12% | 24 |
|
|
2020
Q3 | $1.37M | Buy |
22,725
+1,493
| +7% | +$90K | 1.14% | 24 |
|
|
2020
Q2 | $1.21M | Buy |
21,232
+1,468
| +7% | +$83.9K | 1.06% | 25 |
|
|
2020
Q1 | $986K | Buy |
19,764
+11,458
| +138% | +$572K | 1% | 29 |
|
|
2019
Q4 | $542K | Buy |
8,306
+162
| +2% | +$10.6K | 0.5% | 55 |
|
|
2019
Q3 | $497K | Hold |
8,144
| – | – | 0.41% | 66 |
|
|
2019
Q2 | $500K | Buy |
8,144
+1,144
| +16% | +$70.2K | 0.4% | 65 |
|
|
2019
Q1 | $425K | Sell |
7,000
-3,280
| -32% | -$199K | 0.32% | 69 |
|
|
2018
Q4 | $565K | Buy |
+10,280
| New | +$565K | 0.48% | 52 |
|