SAG
SageView Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
16,585
+756
| +5% | +$67.5K | 0.06% | 187 |
|
|
2025
Q1 | $1.29M | Buy |
15,829
+488
| +3% | +$39.9K | 0.06% | 192 |
|
|
2024
Q4 | $1.16M | Buy |
15,341
+6,768
| +79% | +$512K | 0.05% | 204 |
|
|
2024
Q3 | $717K | Sell |
8,573
-1,698
| -17% | -$142K | 0.04% | 242 |
|
|
2024
Q2 | $805K | Buy |
+10,271
| New | +$805K | 0.04% | 254 |
|
|
2024
Q1 | – | Sell |
-12,484
| Closed | -$941K | – | 578 |
|
|
2023
Q4 | $941K | Buy |
12,484
+2,963
| +31% | +$223K | 0.04% | 268 |
|
|
2023
Q3 | $656K | Sell |
9,521
-98
| -1% | -$6.75K | 0.04% | 287 |
|
|
2023
Q2 | $697K | Buy |
9,619
+401
| +4% | +$29.1K | 0.04% | 286 |
|
|
2023
Q1 | $659K | Sell |
9,218
-520
| -5% | -$37.2K | 0.04% | 274 |
|
|
2022
Q4 | $639K | Buy |
+9,738
| New | +$639K | 0.05% | 210 |
|