SHFA
SC&H Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
11,737
-246
| -2% | -$22K | 0.18% | 61 |
|
|
2025
Q1 | $979K | Sell |
11,983
-403
| -3% | -$32.9K | 0.19% | 60 |
|
|
2024
Q4 | $937K | Sell |
12,386
-427
| -3% | -$32.3K | 0.19% | 63 |
|
|
2024
Q3 | $1.07M | Hold |
12,813
| – | – | 0.23% | 61 |
|
|
2024
Q2 | $1M | Buy |
12,813
+92
| +0.7% | +$7.21K | 0.25% | 56 |
|
|
2024
Q1 | $1.02M | Sell |
12,721
-30
| -0.2% | -$2.4K | 0.26% | 59 |
|
|
2023
Q4 | $961K | Sell |
12,751
-138
| -1% | -$10.4K | 0.28% | 57 |
|
|
2023
Q3 | $888K | Sell |
12,889
-103
| -0.8% | -$7.1K | 0.3% | 59 |
|
|
2023
Q2 | $942K | Buy |
12,992
+115
| +0.9% | +$8.34K | 0.31% | 57 |
|
|
2023
Q1 | $921K | Buy |
12,877
+2,518
| +24% | +$180K | 0.34% | 57 |
|
|
2022
Q4 | $680K | Buy |
10,359
+21
| +0.2% | +$1.38K | 0.28% | 71 |
|
|
2022
Q3 | $579K | Sell |
10,338
-21
| -0.2% | -$1.18K | 0.29% | 70 |
|
|
2022
Q2 | $647K | Buy |
10,359
+117
| +1% | +$7.31K | 0.3% | 68 |
|
|
2022
Q1 | $754K | Buy |
10,242
+136
| +1% | +$10K | 0.36% | 59 |
|
|
2021
Q4 | $795K | Buy |
+10,106
| New | +$795K | 0.44% | 54 |
|