SWM
Selective Wealth Management’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 | $651K | Hold |
7,764
| – | – | 0.24% | 46 |
|
|
2025
Q1 | $570K | Hold |
7,764
| – | – | 0.25% | 51 |
|
|
2024
Q4 | $542K | Buy |
7,764
+160
| +2% | +$11.2K | 0.22% | 56 |
|
|
2024
Q3 | $581K | Sell |
7,604
-51
| -0.7% | -$3.9K | 0.24% | 53 |
|
|
2024
Q2 | $564K | Buy |
7,655
+188
| +3% | +$13.8K | 0.25% | 55 |
|
|
2024
Q1 | $544K | Buy |
+7,467
| New | +$544K | 0.24% | 58 |
|
|
2022
Q4 | – | Sell |
-224
| Closed | -$12K | – | 396 |
|
|
2022
Q3 | $12K | Buy |
+224
| New | +$12K | 0.01% | 493 |
|
|
2020
Q3 | – | Sell |
-920
| Closed | -$53K | – | 358 |
|
|
2020
Q2 | $53K | Buy |
920
+152
| +20% | +$8.76K | 0.04% | 101 |
|
|
2020
Q1 | $38K | Hold |
768
| – | – | 0.06% | 73 |
|
|
2019
Q4 | $50K | Hold |
768
| – | – | 0.06% | 79 |
|
|
2019
Q3 | $47K | Buy |
+768
| New | +$47K | 0.06% | 80 |
|