SHFA
SC&H Financial Advisors’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 | $10M | Buy |
119,762
+1,426
| +1% | +$119K | 1.71% | 15 |
|
|
2025
Q1 | $8.95M | Buy |
118,336
+17
| +0% | +$1.29K | 1.76% | 16 |
|
|
2024
Q4 | $8.32M | Buy |
118,319
+39
| +0% | +$2.74K | 1.72% | 16 |
|
|
2024
Q3 | $9.23M | Sell |
118,280
-1,150
| -1% | -$89.8K | 2.02% | 11 |
|
|
2024
Q2 | $8.68M | Buy |
119,430
+815
| +0.7% | +$59.2K | 2.13% | 11 |
|
|
2024
Q1 | $8.8M | Sell |
118,615
-1,491
| -1% | -$111K | 2.29% | 11 |
|
|
2023
Q4 | $8.45M | Sell |
120,106
-2,055
| -2% | -$145K | 2.44% | 11 |
|
|
2023
Q3 | $7.86M | Buy |
122,161
+3,964
| +3% | +$255K | 2.61% | 11 |
|
|
2023
Q2 | $7.98M | Buy |
118,197
+619
| +0.5% | +$41.8K | 2.64% | 12 |
|
|
2023
Q1 | $7.86M | Sell |
117,578
-3,308
| -3% | -$221K | 2.87% | 10 |
|
|
2022
Q4 | $7.45M | Sell |
120,886
-4,060
| -3% | -$250K | 3.09% | 9 |
|
|
2022
Q3 | $6.58M | Buy |
124,946
+26,390
| +27% | +$1.39M | 3.29% | 7 |
|
|
2022
Q2 | $5.8M | Buy |
98,556
+41,391
| +72% | +$2.44M | 2.7% | 9 |
|
|
2022
Q1 | $3.97M | Buy |
57,165
+8,502
| +17% | +$591K | 1.89% | 14 |
|
|
2021
Q4 | $3.63M | Buy |
+48,663
| New | +$3.63M | 2% | 10 |
|