SAG
SageView Advisory Group’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 | $14.9M | Sell |
178,099
-8,668
| -5% | -$723K | 0.56% | 22 |
|
|
2025
Q1 | $14.1M | Sell |
186,767
-32,655
| -15% | -$2.47M | 0.6% | 20 |
|
|
2024
Q4 | $15.4M | Buy |
219,422
+72,899
| +50% | +$5.12M | 0.66% | 21 |
|
|
2024
Q3 | $11.4M | Sell |
146,523
-87,815
| -37% | -$6.85M | 0.58% | 24 |
|
|
2024
Q2 | $17M | Buy |
234,338
+214,912
| +1,106% | +$15.6M | 0.79% | 17 |
|
|
2024
Q1 | $1.13M | Sell |
19,426
-275,645
| -93% | -$16M | 0.06% | 183 |
|
|
2023
Q4 | $20.7M | Sell |
295,071
-100,515
| -25% | -$7.06M | 0.89% | 17 |
|
|
2023
Q3 | $25.5M | Buy |
395,586
+21,446
| +6% | +$1.38M | 1.46% | 11 |
|
|
2023
Q2 | $25.3M | Sell |
374,140
-12,632
| -3% | -$853K | 1.41% | 12 |
|
|
2023
Q1 | $25.9M | Buy |
386,772
+35,569
| +10% | +$2.38M | 1.65% | 11 |
|
|
2022
Q4 | $21.6M | Buy |
+351,203
| New | +$21.6M | 1.76% | 10 |
|