PWAG
Polaris Wealth Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.95M | Buy |
+61,407
| New | +$3.95M | 0.3% | 87 |
|
|
2023
Q2 | – | Sell |
-45,721
| Closed | -$3.06M | – | 168 |
|
|
2023
Q1 | $3.06M | Sell |
45,721
-3,083
| -6% | -$206K | 0.23% | 88 |
|
|
2022
Q4 | $3.16M | Buy |
+48,804
| New | +$3.16M | 0.24% | 83 |
|
|
2022
Q1 | – | Sell |
-47,175
| Closed | -$3.52M | – | 177 |
|
|
2021
Q4 | $3.52M | Sell |
47,175
-338
| -0.7% | -$25.2K | 0.2% | 84 |
|
|
2021
Q3 | $3.52M | Buy |
+47,513
| New | +$3.52M | 0.21% | 80 |
|
|
2021
Q2 | – | Sell |
-45,872
| Closed | -$3.4M | – | 184 |
|
|
2021
Q1 | $3.4M | Buy |
45,872
+4,941
| +12% | +$367K | 0.22% | 80 |
|
|
2020
Q4 | $2.94M | Buy |
+40,931
| New | +$2.94M | 0.22% | 91 |
|
|
2020
Q1 | – | Sell |
-16,295
| Closed | -$1.07M | – | 146 |
|
|
2019
Q4 | $1.07M | Buy |
16,295
+5,612
| +53% | +$370K | 0.07% | 100 |
|
|
2019
Q3 | $634K | Buy |
+10,683
| New | +$634K | 0.05% | 106 |
|