UWM
USAdvisors Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,546
| Closed | -$277K | – | 132 |
|
|
2021
Q3 | $277K | Hold |
3,546
| – | – | 0.12% | 92 |
|
|
2021
Q2 | $279K | Buy |
3,546
+11
| +0.3% | +$865 | 0.15% | 89 |
|
|
2021
Q1 | $268K | Sell |
3,535
-202
| -5% | -$15.3K | 0.13% | 92 |
|
|
2020
Q4 | $272K | Buy |
3,737
+473
| +14% | +$34.4K | 0.13% | 76 |
|
|
2020
Q3 | $207 | Sell |
3,264
-336
| -9% | -$21 | 0.03% | 67 |
|
|
2020
Q2 | $219K | Buy |
+3,600
| New | +$219K | 0.12% | 69 |
|
|
2020
Q1 | – | Sell |
-3,676
| Closed | -$255K | – | 77 |
|
|
2019
Q4 | $255K | Sell |
3,676
-2,666
| -42% | -$185K | 0.13% | 73 |
|
|
2019
Q3 | $414K | Hold |
6,342
| – | – | 0.21% | 40 |
|
|
2019
Q2 | $417 | Sell |
6,342
-90
| -1% | -$6 | 0.18% | 36 |
|
|
2019
Q1 | $417K | Sell |
6,432
-109
| -2% | -$7.07K | 0.3% | 30 |
|
|
2018
Q4 | $385K | Hold |
6,541
| – | – | 0.31% | 27 |
|
|
2018
Q3 | $445K | Sell |
6,541
-131
| -2% | -$8.91K | 0.32% | 41 |
|
|
2018
Q2 | $446K | Hold |
6,672
| – | – | 0.34% | 38 |
|
|
2018
Q1 | $465K | Buy |
6,672
+2,543
| +62% | +$177K | 0.37% | 33 |
|
|
2017
Q4 | $290K | Buy |
+4,129
| New | +$290K | 0.25% | 38 |
|