TCWA
Turtle Creek 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 | $1.19M | Hold |
13,285
| – | – | 0.14% | 108 |
|
|
2025
Q1 | $1.09M | Hold |
13,285
| – | – | 0.16% | 88 |
|
|
2024
Q4 | $1M | Hold |
13,285
| – | – | 0.23% | 56 |
|
|
2024
Q3 | $1.11M | Hold |
13,285
| – | – | 0.22% | 70 |
|
|
2024
Q2 | $1.04M | Sell |
13,285
-12,023
| -48% | -$942K | 0.24% | 70 |
|
|
2024
Q1 | $2.02M | Buy |
25,308
+47
| +0.2% | +$3.75K | 0.5% | 59 |
|
|
2023
Q4 | $1.9M | Buy |
+25,261
| New | +$1.9M | 0.56% | 55 |
|