SWM
SigFig Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
36,810
-4,430
| -11% | -$495K | 0.14% | 61 |
|
|
2025
Q1 | $4.16M | Sell |
41,240
-30,895
| -43% | -$3.12M | 0.15% | 57 |
|
|
2024
Q4 | $7M | Buy |
72,135
+10,324
| +17% | +$1M | 0.25% | 43 |
|
|
2024
Q3 | $6.67M | Sell |
61,811
-2,881
| -4% | -$311K | 0.24% | 45 |
|
|
2024
Q2 | $6.62M | Buy |
64,692
+25,175
| +64% | +$2.58M | 0.25% | 46 |
|
|
2024
Q1 | $4.1M | Buy |
39,517
+2,608
| +7% | +$271K | 0.15% | 56 |
|
|
2023
Q4 | $3.57M | Sell |
36,909
-16,725
| -31% | -$1.62M | 0.14% | 60 |
|
|
2023
Q3 | $4.63M | Sell |
53,634
-18,465
| -26% | -$1.59M | 0.19% | 53 |
|
|
2023
Q2 | $6.78M | Buy |
72,099
+3,047
| +4% | +$287K | 0.26% | 43 |
|
|
2023
Q1 | $6.47M | Buy |
69,052
+22,463
| +48% | +$2.1M | 0.36% | 36 |
|
|
2022
Q4 | $5.54M | Sell |
46,589
-4,329
| -9% | -$515K | 0.28% | 42 |
|
|
2022
Q3 | $5.47M | Buy |
50,918
+18,999
| +60% | +$2.04M | 0.29% | 40 |
|
|
2022
Q2 | $5.17M | Buy |
31,919
+4,656
| +17% | +$754K | 0.27% | 39 |
|
|
2022
Q1 | $4.95M | Sell |
27,263
-16,544
| -38% | -$3M | 0.24% | 41 |
|
|
2021
Q4 | $4.72M | Buy |
43,807
+7,710
| +21% | +$830K | 0.22% | 40 |
|
|
2021
Q3 | $3.84M | Buy |
36,097
+13,050
| +57% | +$1.39M | 0.19% | 42 |
|
|
2021
Q2 | $2.47M | Buy |
23,047
+4,483
| +24% | +$481K | 0.13% | 48 |
|
|
2021
Q1 | $1.87M | Buy |
18,564
+2,020
| +12% | +$203K | 0.11% | 48 |
|
|
2020
Q4 | $1.67M | Buy |
16,544
+2,818
| +21% | +$284K | 0.12% | 44 |
|
|
2020
Q3 | $1.24M | Buy |
13,726
+5,332
| +64% | +$482K | 0.11% | 43 |
|
|
2020
Q2 | $698K | Buy |
+8,394
| New | +$698K | 0.07% | 49 |
|