WPWM
Windward Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,902
-131
| -4% | -$11.7K | 0.09% | 39 |
|
|
2025
Q1 | $248K | Sell |
3,033
-317
| -9% | -$25.9K | 0.1% | 39 |
|
|
2024
Q4 | $253K | Hold |
3,350
| – | – | 0.1% | 40 |
|
|
2024
Q3 | $280K | Hold |
3,350
| – | – | 0.11% | 41 |
|
|
2024
Q2 | $262K | Sell |
3,350
-89
| -3% | -$6.97K | 0.11% | 44 |
|
|
2024
Q1 | $275K | Sell |
3,439
-611
| -15% | -$48.8K | 0.11% | 43 |
|
|
2023
Q4 | $305K | Sell |
4,050
-581
| -13% | -$43.8K | 0.13% | 40 |
|
|
2023
Q3 | $319K | Sell |
4,631
-326
| -7% | -$22.5K | 0.14% | 40 |
|
|
2023
Q2 | $359K | Sell |
4,957
-787
| -14% | -$57.1K | 0.16% | 40 |
|
|
2023
Q1 | $411K | Sell |
5,744
-616
| -10% | -$44.1K | 0.18% | 38 |
|
|
2022
Q4 | $417K | Sell |
6,360
-59
| -0.9% | -$3.87K | 0.18% | 38 |
|
|
2022
Q3 | $360K | Sell |
6,419
-3,968
| -38% | -$223K | 0.17% | 41 |
|
|
2022
Q2 | $649K | Sell |
10,387
-3,531
| -25% | -$221K | 0.3% | 33 |
|
|
2022
Q1 | $1.02M | Sell |
13,918
-4,209
| -23% | -$310K | 0.42% | 30 |
|
|
2021
Q4 | $1.43M | Sell |
18,127
-207
| -1% | -$16.3K | 0.55% | 26 |
|
|
2021
Q3 | $1.43M | Sell |
18,334
-91
| -0.5% | -$7.1K | 0.58% | 26 |
|
|
2021
Q2 | $1.45M | Sell |
18,425
-143
| -0.8% | -$11.3K | 0.6% | 26 |
|
|
2021
Q1 | $1.41M | Sell |
18,568
-1,144
| -6% | -$86.8K | 0.63% | 27 |
|
|
2020
Q4 | $1.44M | Buy |
+19,712
| New | +$1.44M | 0.67% | 27 |
|