SWM
SFG Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
3,208
+2
| +0.1% | +$179 | 0.17% | 67 |
|
|
2025
Q1 | $262K | Hold |
3,206
| – | – | 0.13% | 103 |
|
|
2024
Q4 | $242K | Buy |
3,206
+1
| +0% | +$76 | 0.13% | 86 |
|
|
2024
Q3 | $268K | Hold |
3,205
| – | – | 0.14% | 77 |
|
|
2024
Q2 | $251K | Buy |
3,205
+2
| +0.1% | +$157 | 0.14% | 79 |
|
|
2024
Q1 | $256K | Sell |
3,203
-11
| -0.3% | -$878 | 0.15% | 82 |
|
|
2023
Q4 | $242K | Sell |
3,214
-1,688
| -34% | -$127K | 0.16% | 85 |
|
|
2023
Q3 | $338K | Hold |
4,902
| – | – | 0.27% | 63 |
|
|
2023
Q2 | $355K | Buy |
4,902
+42
| +0.9% | +$3.05K | 0.3% | 63 |
|
|
2023
Q1 | $348K | Hold |
4,860
| – | – | 0.39% | 47 |
|
|
2022
Q4 | $319K | Buy |
4,860
+701
| +17% | +$46K | 0.39% | 52 |
|
|
2022
Q3 | $233K | Hold |
4,159
| – | – | 0.32% | 62 |
|
|
2022
Q2 | $260K | Buy |
4,159
+1
| +0% | +$63 | 0.3% | 63 |
|
|
2022
Q1 | $306K | Sell |
4,158
-40
| -1% | -$2.94K | 0.29% | 62 |
|
|
2021
Q4 | $330K | Buy |
+4,198
| New | +$330K | 0.29% | 66 |
|