SAM
Satovsky Asset Management’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 | $398K | Buy |
4,765
+85
| +2% | +$7.1K | 0.08% | 30 |
|
|
2025
Q1 | $354K | Hold |
4,680
| – | – | 0.08% | 33 |
|
|
2024
Q4 | $329K | Sell |
4,680
-260
| -5% | -$18.3K | 0.08% | 31 |
|
|
2024
Q3 | $386K | Buy |
4,940
+352
| +8% | +$27.5K | 0.09% | 31 |
|
|
2024
Q2 | $333K | Buy |
4,588
+168
| +4% | +$12.2K | 0.08% | 31 |
|
|
2024
Q1 | $328K | Buy |
4,420
+227
| +5% | +$16.8K | 0.1% | 30 |
|
|
2023
Q4 | $295K | Buy |
4,193
+381
| +10% | +$26.8K | 0.09% | 32 |
|
|
2023
Q3 | $245K | Sell |
3,812
-201
| -5% | -$12.9K | 0.08% | 35 |
|
|
2023
Q2 | $271K | Buy |
4,013
+256
| +7% | +$17.3K | 0.09% | 34 |
|
|
2023
Q1 | $248K | Buy |
3,757
+449
| +14% | +$29.7K | 0.09% | 33 |
|
|
2022
Q4 | $204K | Buy |
+3,308
| New | +$204K | 0.08% | 39 |
|