SFA
Sequoia Financial Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
376,350
-150,518
| -29% | -$4.92M | 0.08% | 168 |
|
|
2025
Q1 | $15.6M | Sell |
526,868
-16,329
| -3% | -$483K | 0.12% | 147 |
|
|
2024
Q4 | $15.2M | Sell |
543,197
-11,732
| -2% | -$328K | 0.15% | 139 |
|
|
2024
Q3 | $16.9M | Sell |
554,929
-16,537
| -3% | -$503K | 0.18% | 113 |
|
|
2024
Q2 | $16.2M | Sell |
571,466
-76,400
| -12% | -$2.16M | 0.19% | 105 |
|
|
2024
Q1 | $18.4M | Sell |
647,866
-13,686
| -2% | -$389K | 0.23% | 94 |
|
|
2023
Q4 | $17.9M | Sell |
661,552
-39,001
| -6% | -$1.05M | 0.22% | 93 |
|
|
2023
Q3 | $17.4M | Sell |
700,553
-11,291
| -2% | -$281K | 0.31% | 65 |
|
|
2023
Q2 | $18.6M | Sell |
711,844
-36,696
| -5% | -$959K | 0.32% | 60 |
|
|
2023
Q1 | $19.3M | Sell |
748,540
-86,000
| -10% | -$2.21M | 0.43% | 40 |
|
|
2022
Q4 | $20.1M | Sell |
834,540
-8,323
| -1% | -$200K | 0.49% | 37 |
|
|
2022
Q3 | $17.9M | Sell |
842,863
-47,286
| -5% | -$1M | 0.56% | 33 |
|
|
2022
Q2 | $21.2M | Sell |
890,149
-51,400
| -5% | -$1.22M | 0.6% | 29 |
|
|
2022
Q1 | $25.9M | Sell |
941,549
-12,811
| -1% | -$353K | 0.65% | 28 |
|
|
2021
Q4 | $28M | Buy |
954,360
+604,179
| +173% | +$17.7M | 0.76% | 25 |
|
|
2021
Q3 | $10.1M | Sell |
350,181
-600,578
| -63% | -$17.4M | 1.03% | 22 |
|
|
2021
Q2 | $28.7M | Buy |
950,759
+38,727
| +4% | +$1.17M | 1.05% | 18 |
|
|
2021
Q1 | $26.4M | Sell |
912,032
-154,009
| -14% | -$4.45M | 1.1% | 17 |
|
|
2020
Q4 | $29.5M | Sell |
1,066,041
-28,201
| -3% | -$780K | 1.35% | 15 |
|
|
2020
Q3 | $26.3M | Sell |
1,094,242
-122,728
| -10% | -$2.95M | 1.39% | 15 |
|
|
2020
Q2 | $27.6M | Sell |
1,216,970
-176,756
| -13% | -$4.01M | 1.63% | 13 |
|
|
2020
Q1 | $27.5M | Buy |
1,393,726
+117,889
| +9% | +$2.32M | 2.03% | 9 |
|
|
2019
Q4 | $32.9M | Buy |
1,275,837
+55,380
| +5% | +$1.43M | 2.09% | 9 |
|
|
2019
Q3 | $29.3M | Buy |
1,220,457
+229,121
| +23% | +$5.51M | 2.12% | 9 |
|
|
2019
Q2 | $36.4M | Buy |
991,336
+136,762
| +16% | +$5.02M | 2.7% | 7 |
|
|
2019
Q1 | $30.9M | Buy |
854,574
+378,948
| +80% | +$13.7M | 2.54% | 7 |
|
|
2018
Q4 | $15.6M | Buy |
475,626
+107,966
| +29% | +$3.53M | 1.8% | 11 |
|
|
2018
Q3 | $13.7M | Sell |
367,660
-35,773
| -9% | -$1.34M | 1.36% | 12 |
|
|
2018
Q2 | $14.9M | Buy |
403,433
+4,592
| +1% | +$170K | 1.59% | 12 |
|
|
2018
Q1 | $15.5M | Buy |
398,841
+6,112
| +2% | +$237K | 1.63% | 11 |
|
|
2017
Q4 | $15.3M | Buy |
392,729
+8,909
| +2% | +$347K | 1.61% | 11 |
|
|
2017
Q3 | $14.5M | Sell |
383,820
-3,710
| -1% | -$140K | 1.72% | 11 |
|
|
2017
Q2 | $13.8M | Buy |
387,530
+2,027
| +0.5% | +$72.3K | 1.71% | 11 |
|
|
2017
Q1 | $13.2M | Sell |
385,503
-33,991
| -8% | -$1.16M | 1.67% | 11 |
|
|
2016
Q4 | $13.2M | Buy |
419,494
+46,617
| +13% | +$1.47M | 1.89% | 10 |
|
|
2016
Q3 | $12.1M | Buy |
+372,877
| New | +$12.1M | 2.26% | 8 |
|