WAM
Wealthspire Advisors (Maryland)’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.15M | Sell |
80,952
-14,114
| -15% | -$898K | 0.18% | 69 |
|
|
2020
Q2 | $5.79M | Sell |
95,066
-8,947
| -9% | -$545K | 0.41% | 41 |
|
|
2020
Q1 | $5.56M | Sell |
104,013
-29,323
| -22% | -$1.57M | 0.48% | 36 |
|
|
2019
Q4 | $9.26M | Buy |
133,336
+2,285
| +2% | +$159K | 0.62% | 29 |
|
|
2019
Q3 | $8.55M | Sell |
131,051
-1,217
| -0.9% | -$79.4K | 0.63% | 31 |
|
|
2019
Q2 | $8.69M | Sell |
132,268
-5,584
| -4% | -$367K | 0.65% | 31 |
|
|
2019
Q1 | $8.94M | Sell |
137,852
-4,139
| -3% | -$268K | 0.67% | 27 |
|
|
2018
Q4 | $8.35M | Sell |
141,991
-8,615
| -6% | -$506K | 0.74% | 28 |
|
|
2018
Q3 | $10.2M | Buy |
150,606
+1,021
| +0.7% | +$69.4K | 0.84% | 19 |
|
|
2018
Q2 | $10M | Buy |
149,585
+2,492
| +2% | +$167K | 0.91% | 18 |
|
|
2018
Q1 | $10.2M | Buy |
147,093
+11,415
| +8% | +$795K | 0.97% | 18 |
|
|
2017
Q4 | $9.54M | Buy |
135,678
+8,691
| +7% | +$611K | 0.93% | 16 |
|
|
2017
Q3 | $8.7M | Buy |
126,987
+23,855
| +23% | +$1.63M | 0.95% | 17 |
|
|
2017
Q2 | $6.72M | Buy |
103,132
+6,113
| +6% | +$399K | 0.8% | 22 |
|
|
2017
Q1 | $6.04M | Sell |
97,019
-1,814
| -2% | -$113K | 0.86% | 20 |
|
|
2016
Q4 | $5.71M | Sell |
98,833
-4,397
| -4% | -$254K | 0.85% | 22 |
|
|
2016
Q3 | $6.1M | Buy |
103,230
+1,563
| +2% | +$92.4K | 0.95% | 17 |
|
|
2016
Q2 | $5.68M | Sell |
101,667
-1,750
| -2% | -$97.7K | 0.95% | 18 |
|
|
2016
Q1 | $5.91M | Sell |
103,417
-1,956
| -2% | -$112K | 1.04% | 16 |
|
|
2015
Q4 | $6.19M | Buy |
+105,373
| New | +$6.19M | 1.15% | 12 |
|