WAS
Wealth Advisory Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
149,645
+104,950
| +235% | +$9.38M | 3.39% | 5 |
|
|
2025
Q1 | $3.65M | Buy |
44,695
+3,421
| +8% | +$280K | 0.97% | 31 |
|
|
2024
Q4 | $3.12M | Buy |
41,274
+223
| +0.5% | +$16.9K | 0.87% | 35 |
|
|
2024
Q3 | $3.43M | Sell |
41,051
-2,171
| -5% | -$182K | 0.95% | 31 |
|
|
2024
Q2 | $3.39M | Sell |
43,222
-98
| -0.2% | -$7.68K | 0.92% | 33 |
|
|
2024
Q1 | $3.46M | Buy |
43,320
+4,647
| +12% | +$371K | 0.9% | 35 |
|
|
2023
Q4 | $2.91M | Sell |
38,673
-39,011
| -50% | -$2.94M | 1.02% | 30 |
|
|
2023
Q3 | $5.6M | Buy |
77,684
+38,688
| +99% | +$2.79M | 1.1% | 27 |
|
|
2023
Q2 | $2.83M | Buy |
38,996
+459
| +1% | +$33.3K | 0.75% | 41 |
|
|
2023
Q1 | $2.76M | Buy |
38,537
+11,149
| +41% | +$797K | 0.73% | 41 |
|
|
2022
Q4 | $1.8M | Sell |
27,388
-53,264
| -66% | -$3.5M | 0.48% | 56 |
|
|
2022
Q3 | $4.52M | Sell |
80,652
-5,985
| -7% | -$335K | 1.25% | 19 |
|
|
2022
Q2 | $5.41M | Sell |
86,637
-2,104
| -2% | -$131K | 1.33% | 19 |
|
|
2022
Q1 | $6.53M | Buy |
+88,741
| New | +$6.53M | 1.36% | 20 |
|
|
2021
Q3 | $8.41M | Buy |
107,837
+8,334
| +8% | +$650K | 1.87% | 10 |
|
|
2021
Q2 | $7.85M | Sell |
99,503
-74,248
| -43% | -$5.86M | 1.86% | 10 |
|
|
2021
Q1 | $5.82M | Buy |
173,751
+56,447
| +48% | +$1.89M | 4.34% | 5 |
|
|
2020
Q4 | $8.56M | Buy |
117,304
+258
| +0.2% | +$18.8K | 2.32% | 6 |
|
|
2020
Q3 | $7.45M | Sell |
117,046
-1,079
| -0.9% | -$68.7K | 1.98% | 9 |
|
|
2020
Q2 | $7.19M | Sell |
118,125
-3,859
| -3% | -$235K | 2% | 7 |
|
|
2020
Q1 | $6.52M | Buy |
121,984
+34,058
| +39% | +$1.82M | 2.21% | 7 |
|
|
2019
Q4 | $6.11M | Buy |
+87,926
| New | +$6.11M | 1.61% | 13 |
|