WPC
Wedmont Private Capital’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 | $94.5M | Buy |
1,127,248
+10,974
| +1% | +$920K | 4.03% | 4 |
|
|
2025
Q1 | $81.9M | Buy |
1,116,274
+121,209
| +12% | +$8.89M | 4.2% | 4 |
|
|
2024
Q4 | $69.4M | Buy |
995,065
+291,265
| +41% | +$20.3M | 3.66% | 5 |
|
|
2024
Q3 | $53.9M | Buy |
703,800
+68,506
| +11% | +$5.25M | 3.08% | 8 |
|
|
2024
Q2 | $48.1M | Sell |
635,294
-4,906
| -0.8% | -$371K | 3.03% | 7 |
|
|
2024
Q1 | $47.3M | Sell |
640,200
-81
| -0% | -$5.98K | 3.45% | 6 |
|
|
2023
Q4 | $44.8M | Buy |
640,281
+282,728
| +79% | +$19.8M | 3.66% | 6 |
|
|
2023
Q3 | $22.8M | Buy |
357,553
+13,746
| +4% | +$877K | 2.31% | 9 |
|
|
2023
Q2 | $23.7M | Buy |
343,807
+17,073
| +5% | +$1.18M | 2.55% | 8 |
|
|
2023
Q1 | $21.9M | Buy |
326,734
+9,348
| +3% | +$627K | 2.89% | 7 |
|
|
2022
Q4 | $20.3M | Buy |
317,386
+20,580
| +7% | +$1.32M | 3.04% | 7 |
|
|
2022
Q3 | $15.6M | Buy |
296,806
+98,647
| +50% | +$5.2M | 3.14% | 7 |
|
|
2022
Q2 | $11.7M | Buy |
198,159
+38,707
| +24% | +$2.28M | 2.51% | 8 |
|
|
2022
Q1 | $11.2M | Buy |
159,452
+85,276
| +115% | +$6.01M | 2.51% | 8 |
|
|
2021
Q4 | $5.55M | Buy |
+74,176
| New | +$5.55M | 1.71% | 11 |
|