SWM
SigFig Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,757
| Closed | -$209K | – | 120 |
|
|
2024
Q2 | $209K | Sell |
2,757
-7,601
| -73% | -$577K | 0.01% | 122 |
|
|
2024
Q1 | $820K | Sell |
10,358
-11,021
| -52% | -$872K | 0.03% | 100 |
|
|
2023
Q4 | $1.6M | Sell |
21,379
-10,465
| -33% | -$786K | 0.06% | 87 |
|
|
2023
Q3 | $2.19M | Sell |
31,844
-2,048
| -6% | -$141K | 0.09% | 74 |
|
|
2023
Q2 | $2.43M | Sell |
33,892
-1,515
| -4% | -$109K | 0.09% | 69 |
|
|
2023
Q1 | $2.53M | Buy |
+35,407
| New | +$2.53M | 0.14% | 63 |
|