WF
WoodTrust Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,335
| Closed | -$260K | – | 183 |
|
|
2024
Q3 | $260K | Buy |
+3,335
| New | +$260K | 0.04% | 160 |
|
|
2022
Q2 | – | Sell |
-7,488
| Closed | -$521K | – | 150 |
|
|
2022
Q1 | $521K | Hold |
7,488
| – | – | 0.11% | 95 |
|
|
2021
Q4 | $559K | Buy |
7,488
+300
| +4% | +$22.4K | 0.12% | 89 |
|
|
2021
Q3 | $534K | Buy |
7,188
+1,650
| +30% | +$123K | 0.13% | 86 |
|
|
2021
Q2 | $415K | Hold |
5,538
| – | – | 0.11% | 68 |
|
|
2021
Q1 | $399K | Hold |
5,538
| – | – | 0.12% | 59 |
|
|
2020
Q4 | $383K | Sell |
5,538
-1,667
| -23% | -$115K | 0.12% | 61 |
|
|
2020
Q3 | $434K | Buy |
+7,205
| New | +$434K | 0.16% | 50 |
|