TWA
Tandem Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
265,404
+75,497
| +40% | +$6.75M | 11.73% | 2 |
|
|
2025
Q1 | $15.5M | Sell |
189,907
-6,943
| -4% | -$568K | 8.13% | 3 |
|
|
2024
Q4 | $14.9M | Sell |
196,850
-12,071
| -6% | -$913K | 7.59% | 3 |
|
|
2024
Q3 | $17.5M | Sell |
208,921
-42,055
| -17% | -$3.52M | 8.85% | 3 |
|
|
2024
Q2 | $19.7M | Buy |
250,976
+3,734
| +2% | +$292K | 10.54% | 2 |
|
|
2024
Q1 | $19.7M | Buy |
247,242
+1,184
| +0.5% | +$94.1K | 10.8% | 2 |
|
|
2023
Q4 | $18.5M | Sell |
246,058
-4,776
| -2% | -$360K | 10.69% | 2 |
|
|
2023
Q3 | $17.3M | Buy |
250,834
+6,496
| +3% | +$448K | 10.56% | 2 |
|
|
2023
Q2 | $17.7M | Buy |
244,338
+3
| +0% | +$217 | 10.71% | 2 |
|
|
2023
Q1 | $17.5M | Sell |
244,335
-11,632
| -5% | -$832K | 10.88% | 2 |
|
|
2022
Q4 | $16.8M | Buy |
+255,967
| New | +$16.8M | 10.67% | 2 |
|