WIA
World 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 | $34.5M | Buy |
413,047
+18,303
| +5% | +$1.53M | 0.78% | 23 |
|
|
2025
Q1 | $29.9M | Buy |
394,744
+120,986
| +44% | +$9.15M | 0.78% | 17 |
|
|
2024
Q4 | $19.2M | Buy |
273,758
+161,949
| +145% | +$11.4M | 0.53% | 37 |
|
|
2024
Q3 | $8.73M | Buy |
111,809
+52,153
| +87% | +$4.07M | 0.27% | 92 |
|
|
2024
Q2 | $4.33M | Buy |
59,656
+7,868
| +15% | +$572K | 0.27% | 76 |
|
|
2024
Q1 | $3.84M | Sell |
51,788
-1,104
| -2% | -$81.9K | 0.55% | 39 |
|
|
2023
Q4 | $3.72M | Buy |
52,892
+921
| +2% | +$64.8K | 0.48% | 42 |
|
|
2023
Q3 | $3.34M | Buy |
51,971
+167
| +0.3% | +$10.7K | 0.66% | 32 |
|
|
2023
Q2 | $3.5M | Sell |
51,804
-370
| -0.7% | -$25K | 0.68% | 27 |
|
|
2023
Q1 | $3.49M | Buy |
52,174
+6,105
| +13% | +$408K | 0.73% | 27 |
|
|
2022
Q4 | $2.84M | Sell |
46,069
-6,994
| -13% | -$431K | 0.65% | 33 |
|
|
2022
Q3 | $2.8M | Sell |
53,063
-468
| -0.9% | -$24.7K | 0.66% | 29 |
|
|
2022
Q2 | $3.29M | Buy |
53,531
+2,187
| +4% | +$135K | 0.69% | 28 |
|
|
2022
Q1 | $3.57M | Sell |
51,344
-382
| -0.7% | -$26.6K | 0.74% | 28 |
|
|
2021
Q4 | $3.76M | Buy |
51,726
+7,043
| +16% | +$511K | 0.79% | 26 |
|
|
2021
Q3 | $3.32M | Buy |
44,683
+69
| +0.2% | +$5.12K | 0.75% | 26 |
|
|
2021
Q2 | $3.34M | Buy |
44,614
+2,148
| +5% | +$161K | 0.76% | 25 |
|
|
2021
Q1 | $3.15M | Sell |
42,466
-8,279
| -16% | -$615K | 0.76% | 25 |
|
|
2020
Q4 | $3.68M | Buy |
50,745
+2,542
| +5% | +$184K | 0.93% | 23 |
|
|
2020
Q3 | $2.91M | Sell |
48,203
-338
| -0.7% | -$20.4K | 0.99% | 24 |
|
|
2020
Q2 | $3M | Sell |
48,541
-43,888
| -47% | -$2.71M | 1.05% | 22 |
|
|
2020
Q1 | $4.61M | Sell |
92,429
-97
| -0.1% | -$4.84K | 2.14% | 14 |
|
|
2019
Q4 | $6.04M | Buy |
92,526
+55,393
| +149% | +$3.61M | 2.35% | 14 |
|
|
2019
Q3 | $2.27M | Buy |
37,133
+946
| +3% | +$57.8K | 0.97% | 18 |
|
|
2019
Q2 | $2.14M | Buy |
36,187
+843
| +2% | +$49.9K | 0.94% | 18 |
|
|
2019
Q1 | $2.15M | Buy |
35,344
+10,358
| +41% | +$629K | 0.98% | 21 |
|
|
2018
Q4 | $1.38M | Buy |
+24,986
| New | +$1.38M | 0.62% | 29 |
|