SDAM
Shulman DeMeo Asset 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 | $13.2M | Sell |
147,879
-1,528
| -1% | -$137K | 3.27% | 3 |
|
|
2025
Q1 | $12.2M | Sell |
149,407
-1,231
| -0.8% | -$101K | 3.43% | 3 |
|
|
2024
Q4 | $11.4M | Sell |
150,638
-2,291
| -1% | -$173K | 3.07% | 4 |
|
|
2024
Q3 | $12.8M | Sell |
152,929
-1,726
| -1% | -$144K | 3.14% | 4 |
|
|
2024
Q2 | $12.1M | Sell |
154,655
-1,388
| -0.9% | -$109K | 3.16% | 4 |
|
|
2024
Q1 | $12.5M | Sell |
156,043
-2,212
| -1% | -$177K | 3.3% | 3 |
|
|
2023
Q4 | $11.9M | Buy |
158,255
+1,490
| +1% | +$112K | 3.38% | 4 |
|
|
2023
Q3 | $10.8M | Sell |
156,765
-1,571
| -1% | -$108K | 3.61% | 3 |
|
|
2023
Q2 | $11.5M | Buy |
158,336
+275
| +0.2% | +$19.9K | 3.43% | 4 |
|
|
2023
Q1 | $11.3M | Sell |
158,061
-1,927
| -1% | -$138K | 3.55% | 3 |
|
|
2022
Q4 | $10.5M | Sell |
159,988
-136
| -0.1% | -$8.93K | 3.49% | 3 |
|
|
2022
Q3 | $8.97M | Sell |
160,124
-2,756
| -2% | -$154K | 3.18% | 4 |
|
|
2022
Q2 | $10.2M | Buy |
162,880
+2,542
| +2% | +$159K | 3.37% | 3 |
|
|
2022
Q1 | $11.8M | Buy |
160,338
+3,418
| +2% | +$252K | 3.27% | 3 |
|
|
2021
Q4 | $12.3M | Buy |
156,920
+6,100
| +4% | +$480K | 3.22% | 3 |
|
|
2021
Q3 | $11.8M | Buy |
+150,820
| New | +$11.8M | 10.21% | 2 |
|
|
2021
Q2 | – | Sell |
-151,910
| Closed | -$11.5M | – | 85 |
|
|
2021
Q1 | $11.5M | Buy |
151,910
+2,524
| +2% | +$191K | 3.14% | 4 |
|
|
2020
Q4 | $10.9M | Buy |
149,386
+1,182
| +0.8% | +$86.2K | 3.11% | 4 |
|
|
2020
Q3 | $9.43M | Sell |
148,204
-1,868
| -1% | -$119K | 3.15% | 4 |
|
|
2020
Q2 | $9.14M | Sell |
150,072
-1,820
| -1% | -$111K | 3.53% | 3 |
|
|
2020
Q1 | $8.12M | Sell |
151,892
-4,900
| -3% | -$262K | 3.78% | 3 |
|
|
2019
Q4 | $10.9M | Sell |
156,792
-5,403
| -3% | -$375K | 3.78% | 3 |
|
|
2019
Q3 | $10.6M | Sell |
162,195
-2,672
| -2% | -$174K | 3.55% | 3 |
|
|
2019
Q2 | $10.8M | Buy |
164,867
+1,952
| +1% | +$128K | 3.99% | 2 |
|
|
2019
Q1 | $10.6M | Buy |
+162,915
| New | +$10.6M | 4.02% | 2 |
|