SAI
Savvy Advisors Inc’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
11,137
+187
| +2% | +$16.7K | 0.07% | 219 |
|
|
2025
Q1 | $895K | Sell |
10,950
-269
| -2% | -$22K | 0.09% | 187 |
|
|
2024
Q4 | $848K | Buy |
11,219
+154
| +1% | +$11.6K | 0.1% | 167 |
|
|
2024
Q3 | $925K | Buy |
11,065
+341
| +3% | +$28.5K | 0.19% | 113 |
|
|
2024
Q2 | $840K | Buy |
10,724
+1,839
| +21% | +$144K | 0.27% | 87 |
|
|
2024
Q1 | $710K | Buy |
8,885
+646
| +8% | +$51.6K | 0.41% | 63 |
|
|
2023
Q4 | $621K | Buy |
+8,239
| New | +$621K | 0.6% | 43 |
|