SFA
Seneca Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Sell |
97,343
-4,085
| -4% | -$259K | 2.38% | 15 |
|
|
2025
Q1 | $5.98M | Buy |
101,428
+1,483
| +1% | +$87.4K | 2.9% | 12 |
|
|
2024
Q4 | $5.24M | Buy |
99,945
+205
| +0.2% | +$10.8K | 2.6% | 12 |
|
|
2024
Q3 | $5.74M | Buy |
99,740
+5,814
| +6% | +$334K | 2.79% | 12 |
|
|
2024
Q2 | $4.98M | Buy |
93,926
+5,478
| +6% | +$291K | 2.58% | 12 |
|
|
2024
Q1 | $4.81M | Buy |
88,448
+3,304
| +4% | +$180K | 2.57% | 15 |
|
|
2023
Q4 | $4.44M | Buy |
85,144
+13,814
| +19% | +$720K | 2.57% | 13 |
|
|
2023
Q3 | $3.49M | Buy |
71,330
+3,887
| +6% | +$190K | 2.39% | 13 |
|
|
2023
Q2 | $3.3M | Buy |
67,443
+31,634
| +88% | +$1.55M | 2.19% | 13 |
|
|
2023
Q1 | $1.74M | Buy |
35,809
+27,059
| +309% | +$1.31M | 1.12% | 19 |
|
|
2022
Q4 | $401K | Buy |
+8,750
| New | +$401K | 0.25% | 34 |
|