SWA
SFMG Wealth 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 | $424K | Sell |
5,080
-1,821
| -26% | -$152K | 0.03% | 172 |
|
|
2025
Q1 | $522K | Buy |
6,901
+2,407
| +54% | +$182K | 0.04% | 143 |
|
|
2024
Q4 | $316K | Buy |
4,494
+351
| +8% | +$24.7K | 0.02% | 193 |
|
|
2024
Q3 | $323K | Buy |
4,143
+629
| +18% | +$49.1K | 0.03% | 190 |
|
|
2024
Q2 | $255K | Buy |
3,514
+717
| +26% | +$52.1K | 0.02% | 213 |
|
|
2024
Q1 | $208K | Sell |
2,797
-1,447
| -34% | -$107K | 0.02% | 246 |
|
|
2023
Q4 | $299K | Buy |
4,244
+284
| +7% | +$20K | 0.03% | 194 |
|
|
2023
Q3 | $255K | Sell |
3,960
-1,204
| -23% | -$77.5K | 0.03% | 196 |
|
|
2023
Q2 | $349K | Buy |
5,164
+862
| +20% | +$58.2K | 0.04% | 160 |
|
|
2023
Q1 | $288K | Buy |
4,302
+955
| +29% | +$63.8K | 0.03% | 183 |
|
|
2022
Q4 | $206K | Sell |
3,347
-681
| -17% | -$42K | 0.02% | 226 |
|
|
2022
Q3 | $211K | Buy |
4,028
+98
| +2% | +$5.13K | 0.02% | 212 |
|
|
2022
Q2 | $231K | Buy |
3,930
+750
| +24% | +$44.1K | 0.03% | 212 |
|
|
2022
Q1 | $221K | Buy |
+3,180
| New | +$221K | 0.02% | 252 |
|
|
2018
Q4 | – | Sell |
-3,947
| Closed | -$235K | – | 141 |
|
|
2018
Q3 | $235K | Sell |
3,947
-950
| -19% | -$56.6K | 0.04% | 118 |
|
|
2018
Q2 | $310K | Buy |
+4,897
| New | +$310K | 0.05% | 103 |
|