Sageworth Trust Company of South Dakota’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $599K | Hold |
6,700
| – | – | 0.65% | 32 |
|
2025
Q1 | $548K | Hold |
6,700
| – | – | 0.66% | 33 |
|
2024
Q4 | $507K | Hold |
6,700
| – | – | 0.64% | 32 |
|
2024
Q3 | $560K | Hold |
6,700
| – | – | 0.72% | 32 |
|
2024
Q2 | $525K | Hold |
6,700
| – | – | 0.77% | 31 |
|
2024
Q1 | $535K | Hold |
6,700
| – | – | 0.83% | 33 |
|
2023
Q4 | $505K | Hold |
6,700
| – | – | 0.95% | 32 |
|
2023
Q3 | $462K | Hold |
6,700
| – | – | 1.02% | 31 |
|
2023
Q2 | $486K | Hold |
6,700
| – | – | 1.21% | 26 |
|
2023
Q1 | $479K | Hold |
6,700
| – | – | 1.12% | 24 |
|
2022
Q4 | $440K | Hold |
6,700
| – | – | 0.99% | 24 |
|
2022
Q3 | $375K | Hold |
6,700
| – | – | 0.92% | 25 |
|
2022
Q2 | $419K | Buy |
+6,700
| New | +$419K | 0.86% | 29 |
|