WDG
Wealth Dimensions Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
5,549
+1
| +0% | +$89 | 0.11% | 103 |
|
|
2025
Q1 | $453K | Hold |
5,548
| – | – | 0.11% | 103 |
|
|
2024
Q4 | $420K | Buy |
5,548
+889
| +19% | +$67.2K | 0.1% | 102 |
|
|
2024
Q3 | $390K | Sell |
4,659
-227
| -5% | -$19K | 0.1% | 103 |
|
|
2024
Q2 | $383K | Buy |
4,886
+1
| +0% | +$78 | 0.11% | 99 |
|
|
2024
Q1 | $390K | Hold |
4,885
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $368K | Sell |
4,885
-110
| -2% | -$8.29K | 0.12% | 98 |
|
|
2023
Q3 | $344K | Sell |
4,995
-1,698
| -25% | -$117K | 0.12% | 98 |
|
|
2023
Q2 | $485K | Buy |
6,693
+1
| +0% | +$72 | 0.18% | 79 |
|
|
2023
Q1 | $479K | Sell |
6,692
-395
| -6% | -$28.3K | 0.19% | 74 |
|
|
2022
Q4 | $465K | Buy |
7,087
+273
| +4% | +$17.9K | 0.19% | 76 |
|
|
2022
Q3 | $382K | Hold |
6,814
| – | – | 0.19% | 80 |
|
|
2022
Q2 | $426K | Sell |
6,814
-85
| -1% | -$5.31K | 0.2% | 74 |
|
|
2022
Q1 | $508K | Hold |
6,899
| – | – | 0.24% | 70 |
|
|
2021
Q4 | $543K | Buy |
6,899
+32
| +0.5% | +$2.52K | 0.27% | 66 |
|
|
2021
Q3 | $536K | Hold |
6,867
| – | – | 0.34% | 59 |
|
|
2021
Q2 | $542K | Buy |
6,867
+1
| +0% | +$79 | 0.37% | 55 |
|
|
2021
Q1 | $521K | Buy |
6,866
+2,481
| +57% | +$188K | 0.4% | 53 |
|
|
2020
Q4 | $320K | Buy |
+4,385
| New | +$320K | 0.28% | 76 |
|