PWM
Palumbo 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 | $1.13M | Buy |
12,676
+180
| +1% | +$16.1K | 0.35% | 62 |
|
|
2025
Q1 | $1.02M | Sell |
12,496
-1
| -0% | -$82 | 0.34% | 57 |
|
|
2024
Q4 | $945K | Buy |
12,497
+142
| +1% | +$10.7K | 0.35% | 58 |
|
|
2024
Q3 | $1.03M | Sell |
12,355
-140
| -1% | -$11.7K | 0.4% | 55 |
|
|
2024
Q2 | $979K | Sell |
12,495
-1,529
| -11% | -$120K | 0.41% | 56 |
|
|
2024
Q1 | $1.12M | Sell |
14,024
-354
| -2% | -$28.3K | 0.5% | 52 |
|
|
2023
Q4 | $1.08M | Sell |
14,378
-2,242
| -13% | -$169K | 0.55% | 46 |
|
|
2023
Q3 | $1.15M | Sell |
16,620
-14,525
| -47% | -$1M | 0.63% | 38 |
|
|
2023
Q2 | $2.26M | Sell |
31,145
-7,608
| -20% | -$552K | 1.38% | 13 |
|
|
2023
Q1 | $2.77M | Sell |
38,753
-1,589
| -4% | -$114K | 1.84% | 12 |
|
|
2022
Q4 | $2.65M | Sell |
40,342
-1,053
| -3% | -$69.1K | 2.11% | 11 |
|
|
2022
Q3 | $2.32M | Sell |
41,395
-499
| -1% | -$28K | 1.96% | 14 |
|
|
2022
Q2 | $2.62M | Sell |
41,894
-30
| -0.1% | -$1.88K | 2.08% | 12 |
|
|
2022
Q1 | $3.09M | Buy |
41,924
+844
| +2% | +$62.1K | 1.98% | 15 |
|
|
2021
Q4 | $3.23M | Buy |
41,080
+4,979
| +14% | +$392K | 2.02% | 11 |
|
|
2021
Q3 | $2.82M | Buy |
36,101
+588
| +2% | +$45.9K | 1.86% | 11 |
|
|
2021
Q2 | $2.8M | Buy |
35,513
+2,698
| +8% | +$213K | 1.88% | 11 |
|
|
2021
Q1 | $2.49M | Buy |
32,815
+822
| +3% | +$62.4K | 1.88% | 10 |
|
|
2020
Q4 | $2.33M | Buy |
+31,993
| New | +$2.33M | 1.88% | 10 |
|