SWM
SigFig Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
152,124
+44,345
| +41% | +$2.82M | 0.32% | 42 |
|
|
2025
Q1 | $6.41M | Sell |
107,779
-26,428
| -20% | -$1.57M | 0.23% | 45 |
|
|
2024
Q4 | $7.03M | Buy |
134,207
+21,213
| +19% | +$1.11M | 0.25% | 42 |
|
|
2024
Q3 | $6.54M | Buy |
112,994
+63,225
| +127% | +$3.66M | 0.24% | 47 |
|
|
2024
Q2 | $2.64M | Sell |
49,769
-30,411
| -38% | -$1.61M | 0.1% | 69 |
|
|
2024
Q1 | $4.36M | Sell |
80,180
-32,411
| -29% | -$1.76M | 0.16% | 55 |
|
|
2023
Q4 | $5.87M | Sell |
112,591
-12,810
| -10% | -$667K | 0.22% | 47 |
|
|
2023
Q3 | $6.14M | Buy |
125,401
+36,000
| +40% | +$1.76M | 0.25% | 42 |
|
|
2023
Q2 | $4.33M | Buy |
89,401
+2,353
| +3% | +$114K | 0.17% | 57 |
|
|
2023
Q1 | $4.22M | Sell |
87,048
-29,838
| -26% | -$1.45M | 0.23% | 53 |
|
|
2022
Q4 | $6.17M | Buy |
116,886
+16,085
| +16% | +$849K | 0.31% | 36 |
|
|
2022
Q3 | $6.06M | Sell |
100,801
-13,515
| -12% | -$812K | 0.32% | 35 |
|
|
2022
Q2 | $5.73M | Buy |
114,316
+19,829
| +21% | +$994K | 0.3% | 37 |
|
|
2022
Q1 | $5.09M | Sell |
94,487
-1,287
| -1% | -$69.3K | 0.24% | 40 |
|
|
2021
Q4 | $4.69M | Buy |
95,774
+15,843
| +20% | +$775K | 0.22% | 41 |
|
|
2021
Q3 | $4.06M | Buy |
79,931
+2,350
| +3% | +$119K | 0.2% | 40 |
|
|
2021
Q2 | $4.02M | Buy |
77,581
+22,387
| +41% | +$1.16M | 0.21% | 40 |
|
|
2021
Q1 | $2.81M | Buy |
+55,194
| New | +$2.81M | 0.17% | 41 |
|