TVWM
Tower View 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 | $15K | Buy |
180
+3
| +2% | +$251 | 0.01% | 130 |
|
|
2025
Q1 | $13.4K | Sell |
177
-86
| -33% | -$6.5K | 0.01% | 125 |
|
|
2024
Q4 | $18.5K | Buy |
263
+89
| +51% | +$6.25K | 0.01% | 108 |
|
|
2024
Q3 | $13.6K | Hold |
174
| – | – | 0.01% | 121 |
|
|
2024
Q2 | $12.6K | Hold |
174
| – | – | 0.01% | 122 |
|
|
2024
Q1 | $12.9K | Buy |
+174
| New | +$12.9K | 0.01% | 125 |
|
|
2021
Q4 | – | Sell |
-39
| Closed | -$3K | – | 207 |
|
|
2021
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 210 |
|
|
2021
Q2 | $3K | Buy |
39
+1
| +3% | +$77 | ﹤0.01% | 162 |
|
|
2021
Q1 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 173 |
|