TPWM
Twelve Points 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 | $348K | Buy |
4,173
+23
| +0.6% | +$1.92K | 0.09% | 148 |
|
|
2025
Q1 | $314K | Sell |
4,150
-90
| -2% | -$6.81K | 0.09% | 145 |
|
|
2024
Q4 | $298K | Sell |
4,240
-545
| -11% | -$38.3K | 0.09% | 151 |
|
|
2024
Q3 | $373K | Hold |
4,785
| – | – | 0.12% | 139 |
|
|
2024
Q2 | $348K | Buy |
4,785
+10
| +0.2% | +$726 | 0.12% | 140 |
|
|
2024
Q1 | $354K | Sell |
4,775
-1,072
| -18% | -$79.6K | 0.13% | 134 |
|
|
2023
Q4 | $411K | Sell |
5,847
-2,971
| -34% | -$209K | 0.2% | 122 |
|
|
2023
Q3 | $567K | Buy |
8,818
+1,056
| +14% | +$68K | 0.28% | 99 |
|
|
2023
Q2 | $524K | Sell |
7,762
-1,458
| -16% | -$98.4K | 0.28% | 104 |
|
|
2023
Q1 | $616K | Buy |
9,220
+1,087
| +13% | +$72.7K | 0.35% | 83 |
|
|
2022
Q4 | $501K | Buy |
8,133
+338
| +4% | +$20.8K | 0.34% | 92 |
|
|
2022
Q3 | $411K | Sell |
7,795
-822
| -10% | -$43.3K | 0.32% | 104 |
|
|
2022
Q2 | $507K | Sell |
8,617
-265
| -3% | -$15.6K | 0.39% | 89 |
|
|
2022
Q1 | $617K | Buy |
8,882
+858
| +11% | +$59.6K | 0.46% | 83 |
|
|
2021
Q4 | $599K | Buy |
+8,024
| New | +$599K | 0.49% | 73 |
|