WIA
Wetzel Investment Advisors’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 | $1.37M | Sell |
16,370
-14,204
| -46% | -$1.19M | 0.62% | 31 |
|
|
2025
Q1 | $2.31M | Sell |
30,574
-583
| -2% | -$44.1K | 1.17% | 23 |
|
|
2024
Q4 | $2.19M | Sell |
31,157
-253
| -0.8% | -$17.8K | 1.09% | 25 |
|
|
2024
Q3 | $2.45M | Sell |
31,410
-625
| -2% | -$48.8K | 1.23% | 23 |
|
|
2024
Q2 | $2.38M | Buy |
32,035
+7
| +0% | +$520 | 1.36% | 19 |
|
|
2024
Q1 | $2.27M | Sell |
32,028
-45
| -0.1% | -$3.19K | 1.33% | 19 |
|
|
2023
Q4 | $2.26M | Buy |
+32,073
| New | +$2.26M | 1.39% | 19 |
|