SIA
Schechter Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.32M | Hold |
16,092
| – | – | 0.11% | 182 |
|
|
2024
Q4 | $1.22M | Hold |
16,092
| – | – | 0.09% | 203 |
|
|
2024
Q3 | $1.35M | Hold |
16,092
| – | – | 0.1% | 192 |
|
|
2024
Q2 | $1.26M | Hold |
16,092
| – | – | 0.1% | 190 |
|
|
2024
Q1 | $1.29M | Hold |
16,092
| – | – | 0.1% | 196 |
|
|
2023
Q4 | $1.21M | Sell |
16,092
-6,603
| -29% | -$498K | 0.11% | 196 |
|
|
2023
Q3 | $1.56M | Buy |
22,695
+17,963
| +380% | +$1.24M | 0.15% | 135 |
|
|
2023
Q2 | $343K | Sell |
4,732
-111
| -2% | -$8.05K | 0.03% | 461 |
|
|
2023
Q1 | $346K | Sell |
4,843
-73
| -1% | -$5.22K | 0.03% | 493 |
|
|
2022
Q4 | $323K | Hold |
4,916
| – | – | 0.03% | 612 |
|
|
2022
Q3 | $275K | Hold |
4,916
| – | – | 0.03% | 731 |
|
|
2022
Q2 | $307K | Sell |
4,916
-3,644
| -43% | -$228K | 0.03% | 703 |
|
|
2022
Q1 | $630K | Sell |
8,560
-4,689
| -35% | -$345K | 0.06% | 461 |
|
|
2021
Q4 | $1.04M | Buy |
+13,249
| New | +$1.04M | 0.09% | 287 |
|