SWM
SigFig Wealth Management’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 | $102M | Sell |
1,223,169
-21,374
| -2% | -$1.78M | 3.37% | 9 |
|
|
2025
Q1 | $94.6M | Buy |
1,244,543
+6,363
| +0.5% | +$484K | 3.42% | 9 |
|
|
2024
Q4 | $86.8M | Buy |
1,238,180
+48,075
| +4% | +$3.37M | 3.14% | 9 |
|
|
2024
Q3 | $92.7M | Sell |
1,190,105
-47,064
| -4% | -$3.67M | 3.37% | 9 |
|
|
2024
Q2 | $89.6M | Sell |
1,237,169
-88,110
| -7% | -$6.38M | 3.37% | 9 |
|
|
2024
Q1 | $98.1M | Sell |
1,325,279
-42,682
| -3% | -$3.16M | 3.6% | 8 |
|
|
2023
Q4 | $96.1M | Sell |
1,367,961
-38,923
| -3% | -$2.73M | 3.65% | 9 |
|
|
2023
Q3 | $90.6M | Buy |
1,406,884
+217,877
| +18% | +$14M | 3.63% | 7 |
|
|
2023
Q2 | $79.5M | Sell |
1,189,007
-32,987
| -3% | -$2.21M | 3.08% | 11 |
|
|
2023
Q1 | $81.8M | Buy |
1,221,994
+240,737
| +25% | +$16.1M | 4.51% | 8 |
|
|
2022
Q4 | $61.6M | Sell |
981,257
-10,016
| -1% | -$629K | 3.06% | 12 |
|
|
2022
Q3 | $56.5M | Buy |
991,273
+27,344
| +3% | +$1.56M | 2.96% | 12 |
|
|
2022
Q2 | $59.3M | Buy |
963,929
+46,816
| +5% | +$2.88M | 3.07% | 12 |
|
|
2022
Q1 | $63.4M | Buy |
917,113
+13,559
| +2% | +$938K | 3.05% | 11 |
|
|
2021
Q4 | $66.1M | Buy |
903,554
+33,667
| +4% | +$2.46M | 3.09% | 11 |
|
|
2021
Q3 | $64.6M | Buy |
869,887
+57,708
| +7% | +$4.28M | 3.24% | 11 |
|
|
2021
Q2 | $60.8M | Buy |
812,179
+64,294
| +9% | +$4.81M | 3.22% | 10 |
|
|
2021
Q1 | $53.9M | Buy |
747,885
+79,540
| +12% | +$5.73M | 3.31% | 9 |
|
|
2020
Q4 | $46.2M | Buy |
668,345
+57,929
| +9% | +$4M | 3.34% | 8 |
|
|
2020
Q3 | $36.9M | Buy |
610,416
+43,068
| +8% | +$2.61M | 3.36% | 7 |
|
|
2020
Q2 | $32.4M | Buy |
567,348
+34,624
| +6% | +$1.98M | 3.47% | 7 |
|
|
2020
Q1 | $26.6M | Buy |
532,724
+49,926
| +10% | +$2.49M | 3.61% | 9 |
|
|
2019
Q4 | $31.5M | Buy |
482,798
+35,222
| +8% | +$2.3M | 3.88% | 8 |
|
|
2019
Q3 | $27.3M | Buy |
447,576
+33,856
| +8% | +$2.07M | 3.89% | 8 |
|
|
2019
Q2 | $25.4M | Buy |
413,720
+41,630
| +11% | +$2.56M | 3.96% | 9 |
|
|
2019
Q1 | $22.6M | Buy |
372,090
+21,618
| +6% | +$1.31M | 4.01% | 8 |
|
|
2018
Q4 | $19.2M | Buy |
350,472
+18,550
| +6% | +$1.02M | 4.09% | 8 |
|
|
2018
Q3 | $21.3M | Buy |
331,922
+40,586
| +14% | +$2.6M | 4.4% | 7 |
|
|
2018
Q2 | $18.5M | Buy |
291,336
+35,708
| +14% | +$2.26M | 4.75% | 7 |
|
|
2018
Q1 | $13.4M | Buy |
255,628
+58,303
| +30% | +$3.07M | 7.84% | 2 |
|
|
2017
Q4 | $13M | Buy |
197,325
+26,737
| +16% | +$1.77M | 6.24% | 8 |
|
|
2017
Q3 | $10.9M | Buy |
170,588
+1,107
| +0.7% | +$71K | 7.32% | 7 |
|
|
2017
Q2 | $10.3M | Buy |
169,481
+6,157
| +4% | +$375K | 7.6% | 6 |
|
|
2017
Q1 | $9.48M | Buy |
163,324
+71
| +0% | +$4.12K | 7.54% | 7 |
|
|
2016
Q4 | $8.76M | Buy |
+163,253
| New | +$8.76M | 7.51% | 4 |
|