WWA
WCG Wealth Advisors’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 | $14.4M | Buy |
172,176
+154,471
| +872% | +$12.9M | 0.93% | 28 |
|
|
2025
Q1 | $1.34M | Sell |
17,705
-15,219
| -46% | -$1.15M | 0.1% | 174 |
|
|
2024
Q4 | $2.31M | Sell |
32,924
-4,731
| -13% | -$333K | 0.15% | 141 |
|
|
2024
Q3 | $2.94M | Buy |
37,655
+20,929
| +125% | +$1.63M | 0.2% | 118 |
|
|
2024
Q2 | $1.22M | Sell |
16,726
-14,301
| -46% | -$1.04M | 0.09% | 179 |
|
|
2024
Q1 | $2.3M | Sell |
31,027
-21,863
| -41% | -$1.62M | 0.19% | 112 |
|
|
2023
Q4 | $3.72M | Sell |
52,890
-30,354
| -36% | -$2.14M | 0.27% | 86 |
|
|
2023
Q3 | $5.36M | Buy |
83,244
+2,893
| +4% | +$186K | 0.39% | 65 |
|
|
2023
Q2 | $5.42M | Buy |
80,351
+65,512
| +441% | +$4.42M | 0.63% | 43 |
|
|
2023
Q1 | $992K | Sell |
14,839
-209
| -1% | -$14K | 0.13% | 113 |
|
|
2022
Q4 | $928K | Sell |
15,048
-708
| -4% | -$43.6K | 0.13% | 114 |
|
|
2022
Q3 | $830K | Buy |
+15,756
| New | +$830K | 0.11% | 142 |
|