WFAG
Wescott Financial Advisory 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 | $44.2M | Sell |
529,251
-4,445
| -0.8% | -$371K | 4.23% | 5 |
|
|
2025
Q1 | $40.4M | Sell |
533,696
-6,914
| -1% | -$523K | 4.19% | 5 |
|
|
2024
Q4 | $38M | Buy |
540,610
+708
| +0.1% | +$49.8K | 3.94% | 6 |
|
|
2024
Q3 | $42.1M | Buy |
539,902
+20,859
| +4% | +$1.63M | 4.53% | 4 |
|
|
2024
Q2 | $37.7M | Buy |
519,043
+145,796
| +39% | +$10.6M | 4.38% | 4 |
|
|
2024
Q1 | $27.7M | Buy |
373,247
+85,225
| +30% | +$6.33M | 3.45% | 10 |
|
|
2023
Q4 | $20.3M | Buy |
288,022
+22,447
| +8% | +$1.58M | 2.84% | 10 |
|
|
2023
Q3 | $17.1M | Buy |
265,575
+12,640
| +5% | +$813K | 3.12% | 10 |
|
|
2023
Q2 | $17.1M | Buy |
252,935
+37,314
| +17% | +$2.52M | 3.02% | 11 |
|
|
2023
Q1 | $14.4M | Buy |
215,621
+17,994
| +9% | +$1.2M | 3.13% | 9 |
|
|
2022
Q4 | $12.2M | Buy |
197,627
+55,010
| +39% | +$3.39M | 2.63% | 11 |
|
|
2022
Q3 | $7.51M | Buy |
142,617
+6,370
| +5% | +$336K | 2.09% | 12 |
|
|
2022
Q2 | $8.02M | Buy |
136,247
+14,664
| +12% | +$863K | 2.18% | 11 |
|
|
2022
Q1 | $8.45M | Buy |
121,583
+77,524
| +176% | +$5.39M | 2.18% | 13 |
|
|
2021
Q4 | $3.29M | Buy |
44,059
+3,216
| +8% | +$240K | 1.69% | 8 |
|
|
2021
Q3 | $3.03M | Buy |
40,843
+1,740
| +4% | +$129K | 1.72% | 8 |
|
|
2021
Q2 | $2.95M | Buy |
39,103
+2,667
| +7% | +$201K | 1.74% | 7 |
|
|
2021
Q1 | $2.63M | Buy |
36,436
+1,076
| +3% | +$77.5K | 1.7% | 8 |
|
|
2020
Q4 | $2.44M | Buy |
+35,360
| New | +$2.44M | 1.72% | 8 |
|