FSWA
Financial Synergies Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7M | Buy |
461,405
+4,537
| +1% | +$508K | 5.63% | 6 |
|
|
2025
Q1 | $45.7M | Buy |
456,868
+16,821
| +4% | +$1.68M | 5.56% | 7 |
|
|
2024
Q4 | $42.6M | Buy |
440,047
+13,396
| +3% | +$1.3M | 5.29% | 6 |
|
|
2024
Q3 | $45.9M | Buy |
426,651
+8,299
| +2% | +$893K | 5.7% | 6 |
|
|
2024
Q2 | $42.8M | Buy |
418,352
+8,830
| +2% | +$903K | 5.77% | 6 |
|
|
2024
Q1 | $42.5M | Buy |
409,522
+18,725
| +5% | +$1.94M | 5.58% | 6 |
|
|
2023
Q4 | $32.7M | Sell |
390,797
-8,686
| -2% | -$728K | 5.07% | 8 |
|
|
2023
Q3 | $34.5M | Buy |
399,483
+6,520
| +2% | +$563K | 4.98% | 7 |
|
|
2023
Q2 | $37.5M | Buy |
392,963
+9,060
| +2% | +$864K | 5.26% | 7 |
|
|
2023
Q1 | $36M | Sell |
383,903
-6,894
| -2% | -$646K | 5.28% | 7 |
|
|
2022
Q4 | $32.7M | Buy |
390,797
+9,582
| +3% | +$803K | 5.07% | 8 |
|
|
2022
Q3 | $27.7M | Buy |
381,215
+31,958
| +9% | +$2.32M | 4.76% | 8 |
|
|
2022
Q2 | $28.1M | Sell |
349,257
-60,400
| -15% | -$4.86M | 4.58% | 8 |
|
|
2022
Q1 | $39.4M | Buy |
409,657
+28,969
| +8% | +$2.79M | 6.21% | 6 |
|
|
2021
Q4 | $42M | Buy |
380,688
+6,774
| +2% | +$747K | 5.75% | 6 |
|
|
2021
Q3 | $39.8M | Buy |
373,914
+9,767
| +3% | +$1.04M | 5.44% | 7 |
|
|
2021
Q2 | $39.1M | Buy |
364,147
+17,554
| +5% | +$1.88M | 5.33% | 7 |
|
|
2021
Q1 | $34.8M | Buy |
346,593
+11,139
| +3% | +$1.12M | 5.06% | 7 |
|
|
2020
Q4 | $33.9M | Buy |
335,454
+197,807
| +144% | +$20M | 5.27% | 8 |
|
|
2020
Q3 | $12.4M | Buy |
+137,647
| New | +$12.4M | 3.17% | 12 |
|