SWA
Sax Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
56,055
+11,102
| +25% | +$705K | 0.21% | 70 |
|
|
2025
Q1 | $2.65M | Sell |
44,953
-4,073
| -8% | -$240K | 0.19% | 74 |
|
|
2024
Q4 | $2.57M | Buy |
49,026
+6,435
| +15% | +$338K | 0.2% | 64 |
|
|
2024
Q3 | $2.45M | Sell |
42,591
-361
| -0.8% | -$20.8K | 0.22% | 54 |
|
|
2024
Q2 | $2.28M | Buy |
42,952
+231
| +0.5% | +$12.3K | 0.22% | 57 |
|
|
2024
Q1 | $2.32M | Buy |
42,721
+49
| +0.1% | +$2.67K | 0.27% | 45 |
|
|
2023
Q4 | $2.22M | Buy |
42,672
+681
| +2% | +$35.5K | 0.36% | 50 |
|
|
2023
Q3 | $2.05M | Sell |
41,991
-1,402
| -3% | -$68.6K | 0.4% | 44 |
|
|
2023
Q2 | $2.12M | Sell |
43,393
-7,099
| -14% | -$347K | 0.42% | 44 |
|
|
2023
Q1 | $2.45M | Buy |
50,492
+461
| +0.9% | +$22.4K | 0.53% | 36 |
|
|
2022
Q4 | $2.3M | Sell |
50,031
-600
| -1% | -$27.5K | 0.53% | 37 |
|
|
2022
Q3 | $1.95M | Sell |
50,631
-2,217
| -4% | -$85.4K | 0.5% | 38 |
|
|
2022
Q2 | $2.29M | Buy |
52,848
+1,405
| +3% | +$61K | 0.58% | 35 |
|
|
2022
Q1 | $2.59M | Sell |
51,443
-14,448
| -22% | -$726K | 0.63% | 34 |
|
|
2021
Q4 | $3.32M | Buy |
65,891
+74
| +0.1% | +$3.73K | 0.69% | 29 |
|
|
2021
Q3 | $3.35M | Sell |
65,817
-217
| -0.3% | -$11K | 0.79% | 27 |
|
|
2021
Q2 | $3.42M | Buy |
66,034
+548
| +0.8% | +$28.4K | 1.17% | 23 |
|
|
2021
Q1 | $3.34M | Buy |
65,486
+1,400
| +2% | +$71.4K | 1.22% | 24 |
|
|
2020
Q4 | $3.03M | Buy |
+64,086
| New | +$3.03M | 1.39% | 19 |
|