WCFA
Walkner Condon Financial Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
25,000
+1,230
| +5% | +$81.4K | 0.3% | 72 |
|
|
2025
Q1 | $1.43M | Buy |
23,770
+304
| +1% | +$18.3K | 0.29% | 75 |
|
|
2024
Q4 | $1.27M | Buy |
23,466
+46
| +0.2% | +$2.48K | 0.26% | 79 |
|
|
2024
Q3 | $1.43M | Sell |
23,420
-1,562
| -6% | -$95.2K | 0.29% | 73 |
|
|
2024
Q2 | $1.42M | Sell |
24,982
-1,936
| -7% | -$110K | 0.31% | 72 |
|
|
2024
Q1 | $1.56M | Sell |
26,918
-1,366
| -5% | -$79K | 0.33% | 72 |
|
|
2023
Q4 | $1.56M | Sell |
28,284
-8,636
| -23% | -$475K | 0.35% | 71 |
|
|
2023
Q3 | $1.83M | Sell |
36,920
-2,915
| -7% | -$145K | 0.49% | 54 |
|
|
2023
Q2 | $2.1M | Sell |
39,835
-647
| -2% | -$34.1K | 0.55% | 43 |
|
|
2023
Q1 | $2.12M | Sell |
40,482
-1,700
| -4% | -$89K | 0.59% | 40 |
|
|
2022
Q4 | $2M | Sell |
42,182
-40
| -0.1% | -$1.9K | 0.6% | 39 |
|
|
2022
Q3 | $1.67M | Sell |
42,222
-1,809
| -4% | -$71.5K | 0.54% | 43 |
|
|
2022
Q2 | $1.98M | Sell |
44,031
-1,079
| -2% | -$48.5K | 0.62% | 37 |
|
|
2022
Q1 | $2.41M | Sell |
45,110
-11,117
| -20% | -$594K | 0.69% | 35 |
|
|
2021
Q4 | $3.27M | Buy |
56,227
+1,937
| +4% | +$113K | 2.13% | 11 |
|
|
2021
Q3 | $3.05M | Buy |
54,290
+11,949
| +28% | +$670K | 1.5% | 20 |
|
|
2021
Q2 | $2.42M | Buy |
42,341
+8,588
| +25% | +$491K | 0.89% | 30 |
|
|
2021
Q1 | $1.82M | Buy |
33,753
+1,296
| +4% | +$70K | 0.71% | 36 |
|
|
2020
Q4 | $1.66M | Buy |
32,457
+3,396
| +12% | +$174K | 0.72% | 33 |
|
|
2020
Q3 | $1.3M | Buy |
+29,061
| New | +$1.3M | 0.7% | 37 |
|