SWP
ShoreHaven Wealth Partners’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 | $204K | Buy |
+2,442
| New | +$204K | 0.08% | 97 |
|
|
2024
Q4 | – | Sell |
-4,802
| Closed | -$375K | – | 91 |
|
|
2024
Q3 | $375K | Sell |
4,802
-353
| -7% | -$27.6K | 0.18% | 61 |
|
|
2024
Q2 | $374K | Sell |
5,155
-4,117
| -44% | -$299K | 0.2% | 59 |
|
|
2024
Q1 | $688K | Buy |
9,272
+420
| +5% | +$31.2K | 0.38% | 48 |
|
|
2023
Q4 | $623K | Sell |
8,852
-292
| -3% | -$20.5K | 0.38% | 47 |
|
|
2023
Q3 | $588K | Buy |
9,144
+974
| +12% | +$62.7K | 0.4% | 46 |
|
|
2023
Q2 | $551K | Sell |
8,170
-1,670
| -17% | -$113K | 0.37% | 43 |
|
|
2023
Q1 | $658K | Sell |
9,840
-9,404
| -49% | -$629K | 0.46% | 42 |
|
|
2022
Q4 | $1.19M | Buy |
19,244
+2,158
| +13% | +$133K | 0.84% | 34 |
|
|
2022
Q3 | $899K | Sell |
17,086
-24,935
| -59% | -$1.31M | 0.69% | 37 |
|
|
2022
Q2 | $2.47M | Sell |
42,021
-73,469
| -64% | -$4.32M | 1.77% | 15 |
|
|
2022
Q1 | $8.03M | Sell |
115,490
-143,100
| -55% | -$9.95M | 4.24% | 7 |
|
|
2021
Q4 | $19.3M | Buy |
258,590
+4,648
| +2% | +$347K | 9.56% | 2 |
|
|
2021
Q3 | $18.9M | Buy |
253,942
+20,935
| +9% | +$1.55M | 9.82% | 2 |
|
|
2021
Q2 | $17.4M | Buy |
233,007
+92,054
| +65% | +$6.89M | 9.37% | 2 |
|
|
2021
Q1 | $10.2M | Sell |
140,953
-538
| -0.4% | -$38.8K | 5.5% | 4 |
|
|
2020
Q4 | $9.78M | Buy |
+141,491
| New | +$9.78M | 5.47% | 3 |
|