PWA
Physician Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
97,866
-4,164
| -4% | -$466K | 1.72% | 16 |
|
|
2025
Q1 | $10.2M | Sell |
102,030
-76,090
| -43% | -$7.61M | 1.76% | 15 |
|
|
2024
Q4 | $17.2M | Buy |
178,120
+30,428
| +21% | +$2.95M | 2.91% | 9 |
|
|
2024
Q3 | $15.4M | Sell |
147,692
-3,716
| -2% | -$388K | 2.78% | 10 |
|
|
2024
Q2 | $16M | Buy |
151,408
+57,042
| +60% | +$6.04M | 2.95% | 9 |
|
|
2024
Q1 | $9.28M | Buy |
94,366
+12,043
| +15% | +$1.18M | 1.95% | 12 |
|
|
2023
Q4 | $7.86M | Sell |
82,323
-33,803
| -29% | -$3.23M | 1.76% | 13 |
|
|
2023
Q3 | $9.99M | Sell |
116,126
-27,423
| -19% | -$2.36M | 2.57% | 10 |
|
|
2023
Q2 | $13.6M | Buy |
143,549
+2,533
| +2% | +$240K | 3.38% | 7 |
|
|
2023
Q1 | $13.4M | Buy |
141,016
+31,397
| +29% | +$2.99M | 3.52% | 6 |
|
|
2022
Q4 | $10M | Buy |
109,619
+6,962
| +7% | +$636K | 2.7% | 10 |
|
|
2022
Q3 | $7.87M | Buy |
102,657
+3,182
| +3% | +$244K | 2.42% | 8 |
|
|
2022
Q2 | $8.68M | Buy |
99,475
+27,369
| +38% | +$2.39M | 2.51% | 7 |
|
|
2022
Q1 | $6.48M | Sell |
72,106
-35,611
| -33% | -$3.2M | 1.72% | 11 |
|
|
2021
Q4 | $11.5M | Buy |
107,717
+9,518
| +10% | +$1.02M | 3.02% | 8 |
|
|
2021
Q3 | $10.7M | Buy |
98,199
+27,554
| +39% | +$3M | 2.94% | 6 |
|
|
2021
Q2 | $7.63M | Buy |
70,645
+6,080
| +9% | +$657K | 2.19% | 10 |
|
|
2021
Q1 | $6.7M | Sell |
64,565
-5,692
| -8% | -$591K | 2.18% | 11 |
|
|
2020
Q4 | $7.31M | Buy |
70,257
+9,486
| +16% | +$987K | 2.49% | 9 |
|
|
2020
Q3 | $5.3M | Sell |
60,771
-451
| -0.7% | -$39.3K | 2.13% | 11 |
|
|
2020
Q2 | $5.38M | Buy |
61,222
+7,800
| +15% | +$686K | 2.17% | 11 |
|
|
2020
Q1 | $3.98M | Buy |
+53,422
| New | +$3.98M | 1.99% | 11 |
|