SWA
SFMG Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,051
| Closed | -$225K | – | 287 |
|
|
2022
Q1 | $225K | Hold |
3,051
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $240K | Hold |
3,051
| – | – | 0.02% | 238 |
|
|
2021
Q3 | $238K | Hold |
3,051
| – | – | 0.03% | 217 |
|
|
2021
Q2 | $241K | Hold |
3,051
| – | – | 0.03% | 223 |
|
|
2021
Q1 | $231K | Hold |
3,051
| – | – | 0.03% | 212 |
|
|
2020
Q4 | $223K | Buy |
+3,051
| New | +$223K | 0.03% | 198 |
|
|
2020
Q1 | – | Sell |
-7,754
| Closed | -$538K | – | 154 |
|
|
2019
Q4 | $538K | Hold |
7,754
| – | – | 0.07% | 101 |
|
|
2019
Q3 | $506K | Buy |
7,754
+130
| +2% | +$8.48K | 0.07% | 90 |
|
|
2019
Q2 | $499K | Buy |
7,624
+334
| +5% | +$21.9K | 0.07% | 91 |
|
|
2019
Q1 | $473K | Sell |
7,290
-2,804
| -28% | -$182K | 0.07% | 84 |
|
|
2018
Q4 | $593K | Sell |
10,094
-223
| -2% | -$13.1K | 0.1% | 63 |
|
|
2018
Q3 | $654K | Hold |
10,317
| – | – | 0.1% | 54 |
|
|
2018
Q2 | $691K | Buy |
10,317
+7,418
| +256% | +$497K | 0.11% | 60 |
|
|
2018
Q1 | $202K | Buy |
+2,899
| New | +$202K | 0.03% | 140 |
|