WP
WMS Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,724
| Closed | -$332K | – | 124 |
|
|
2024
Q4 | $332K | Buy |
4,724
+1,790
| +61% | +$126K | 0.02% | 230 |
|
|
2024
Q3 | $229K | Sell |
2,934
-43
| -1% | -$3.36K | 0.01% | 261 |
|
|
2024
Q2 | $216K | Sell |
2,977
-75
| -2% | -$5.45K | 0.01% | 243 |
|
|
2024
Q1 | $227K | Buy |
+3,052
| New | +$227K | 0.02% | 245 |
|
|
2016
Q4 | – | Sell |
-3,700
| Closed | -$204K | – | 188 |
|
|
2016
Q3 | $204K | Buy |
+3,700
| New | +$204K | 0.03% | 182 |
|