SDWMA
Schneider Downs Wealth Management 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 | $7.63M | Buy |
85,309
+126
| +0.1% | +$11.3K | 1.14% | 23 |
|
|
2025
Q1 | $6.96M | Sell |
85,183
-3,436
| -4% | -$281K | 1.26% | 19 |
|
|
2024
Q4 | $6.7M | Buy |
88,619
+1,266
| +1% | +$95.7K | 1.26% | 21 |
|
|
2024
Q3 | $7.31M | Sell |
87,353
-391
| -0.4% | -$32.7K | 1.5% | 15 |
|
|
2024
Q2 | $6.87M | Buy |
87,744
+23,806
| +37% | +$1.86M | 1.53% | 16 |
|
|
2024
Q1 | $5.11M | Hold |
63,938
| – | – | 1.18% | 20 |
|
|
2023
Q4 | $4.82M | Sell |
63,938
-25,033
| -28% | -$1.89M | 1.25% | 21 |
|
|
2023
Q3 | $6.13M | Sell |
88,971
-1,106
| -1% | -$76.2K | 1.42% | 16 |
|
|
2023
Q2 | $6.53M | Sell |
90,077
-2,527
| -3% | -$183K | 1.49% | 14 |
|
|
2023
Q1 | $6.62M | Buy |
92,604
+4,656
| +5% | +$333K | 1.36% | 14 |
|
|
2022
Q4 | $5.77M | Buy |
87,948
+41,448
| +89% | +$2.72M | 1.27% | 14 |
|
|
2022
Q3 | $2.6M | Buy |
46,500
+33,169
| +249% | +$1.86M | 0.76% | 20 |
|
|
2022
Q2 | $833K | Hold |
13,331
| – | – | 0.23% | 43 |
|
|
2022
Q1 | $981K | Hold |
13,331
| – | – | 0.25% | 41 |
|
|
2021
Q4 | $1.05M | Hold |
13,331
| – | – | 0.25% | 43 |
|
|
2021
Q3 | $1.04M | Sell |
13,331
-2,524
| -16% | -$197K | 0.27% | 39 |
|
|
2021
Q2 | $1.25M | Hold |
15,855
| – | – | 0.32% | 32 |
|
|
2021
Q1 | $1.2M | Hold |
15,855
| – | – | 0.29% | 33 |
|
|
2020
Q4 | $1.16M | Hold |
15,855
| – | – | 0.32% | 31 |
|
|
2020
Q3 | $1.01M | Buy |
15,855
+3,600
| +29% | +$229K | 0.34% | 30 |
|
|
2020
Q2 | $746K | Sell |
12,255
-4,914
| -29% | -$299K | 0.25% | 34 |
|
|
2020
Q1 | $918K | Buy |
17,169
+1,076
| +7% | +$57.5K | 0.34% | 33 |
|
|
2019
Q4 | $1.12M | Buy |
16,093
+2,132
| +15% | +$148K | 0.33% | 28 |
|
|
2019
Q3 | $910K | Hold |
13,961
| – | – | 0.28% | 29 |
|
|
2019
Q2 | $918K | Hold |
13,961
| – | – | 0.32% | 29 |
|
|
2019
Q1 | $906K | Hold |
13,961
| – | – | 0.34% | 26 |
|
|
2018
Q4 | $821K | Buy |
13,961
+1,706
| +14% | +$100K | 0.35% | 25 |
|
|
2018
Q3 | $833K | Hold |
12,255
| – | – | 0.53% | 19 |
|
|
2018
Q2 | $821K | Hold |
12,255
| – | – | 0.55% | 17 |
|
|
2018
Q1 | $854K | Buy |
+12,255
| New | +$854K | 0.48% | 18 |
|