WDG
Wealth Dimensions Group’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 | $7.1M | Buy |
85,046
+615
| +0.7% | +$51.3K | 1.56% | 17 |
|
|
2025
Q1 | $6.39M | Buy |
84,431
+7,302
| +9% | +$552K | 1.52% | 16 |
|
|
2024
Q4 | $5.42M | Buy |
77,129
+1,201
| +2% | +$84.4K | 1.33% | 18 |
|
|
2024
Q3 | $5.93M | Sell |
75,928
-1,180
| -2% | -$92.1K | 1.5% | 16 |
|
|
2024
Q2 | $5.6M | Sell |
77,108
-190
| -0.2% | -$13.8K | 1.6% | 16 |
|
|
2024
Q1 | $5.74M | Sell |
77,298
-1,635
| -2% | -$121K | 1.69% | 16 |
|
|
2023
Q4 | $5.55M | Sell |
78,933
-2,885
| -4% | -$203K | 1.76% | 15 |
|
|
2023
Q3 | $5.26M | Sell |
81,818
-247
| -0.3% | -$15.9K | 1.91% | 12 |
|
|
2023
Q2 | $5.54M | Sell |
82,065
-3,104
| -4% | -$210K | 2.02% | 12 |
|
|
2023
Q1 | $5.69M | Sell |
85,169
-363
| -0.4% | -$24.3K | 2.2% | 11 |
|
|
2022
Q4 | $5.27M | Buy |
85,532
+11,091
| +15% | +$684K | 2.15% | 11 |
|
|
2022
Q3 | $3.92M | Sell |
74,441
-1,507
| -2% | -$79.4K | 1.94% | 11 |
|
|
2022
Q2 | $4.47M | Sell |
75,948
-693
| -0.9% | -$40.8K | 2.12% | 11 |
|
|
2022
Q1 | $5.33M | Sell |
76,641
-1,523
| -2% | -$106K | 2.47% | 10 |
|
|
2021
Q4 | $5.83M | Buy |
78,164
+1,703
| +2% | +$127K | 2.86% | 9 |
|
|
2021
Q3 | $5.68M | Sell |
76,461
-425
| -0.6% | -$31.6K | 3.63% | 6 |
|
|
2021
Q2 | $5.76M | Sell |
76,886
-962
| -1% | -$72K | 3.9% | 6 |
|
|
2021
Q1 | $5.61M | Buy |
77,848
+3,463
| +5% | +$250K | 4.36% | 5 |
|
|
2020
Q4 | $5.14M | Buy |
+74,385
| New | +$5.14M | 4.44% | 5 |
|