SPA
Sentinel Pension 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 | $380K | Sell |
4,547
-18
| -0.4% | -$1.5K | 0.06% | 91 |
|
2025
Q1 | $345K | Hold |
4,565
| – | – | 0.06% | 89 |
|
2024
Q4 | $321K | Hold |
4,565
| – | – | 0.06% | 88 |
|
2024
Q3 | $356K | Buy |
4,565
+18
| +0.4% | +$1.41K | 0.07% | 90 |
|
2024
Q2 | $330K | Buy |
4,547
+9
| +0.2% | +$654 | 0.07% | 88 |
|
2024
Q1 | $337K | Hold |
4,538
| – | – | 0.07% | 77 |
|
2023
Q4 | $319K | Hold |
4,538
| – | – | 0.08% | 77 |
|
2023
Q3 | $292K | Buy |
4,538
+72
| +2% | +$4.63K | 0.07% | 82 |
|
2023
Q2 | $301K | Hold |
4,466
| – | – | 0.07% | 75 |
|
2023
Q1 | $299K | Hold |
4,466
| – | – | 0.08% | 74 |
|
2022
Q4 | $275K | Buy |
4,466
+334
| +8% | +$20.6K | 0.09% | 71 |
|
2022
Q3 | $218K | Sell |
4,132
-211
| -5% | -$11.1K | 0.08% | 77 |
|
2022
Q2 | $256K | Buy |
+4,343
| New | +$256K | 0.09% | 76 |
|