Sigma Planning Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Sigma Planning Corp’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$790K	Buy	8,836 +296	+3%	+$26.5K	0.02%	585
2025 Q1	$698K	Buy	8,540 +822	+11%	+$67.2K	0.02%	606
2024 Q4	$584K	Sell	7,718 -4,549	-37%	-$344K	0.02%	678
2024 Q3	$1.03M	Sell	12,267 -9,265	-43%	-$775K	0.03%	488
2024 Q2	$1.69M	Buy	21,532 +7,180	+50%	+$562K	0.05%	337
2024 Q1	$1.15M	Buy	14,352 +3,289	+30%	+$263K	0.04%	461
2023 Q4	$834K	Sell	11,063 -8,441	-43%	-$636K	0.07%	306
2023 Q3	$1.34M	Sell	19,504 -52,521	-73%	-$3.62M	0.05%	365
2023 Q2	$5.22M	Buy	72,025 +34,827	+94%	+$2.52M	0.19%	107
2023 Q1	$2.66M	Sell	37,198 -74,019	-67%	-$5.29M	0.09%	239
2022 Q4	$7.3M	Buy	111,217 +1,734	+2%	+$114K	0.26%	85
2022 Q3	$6.13M	Sell	109,483 -1,550	-1%	-$86.8K	0.23%	89
2022 Q2	$6.94M	Sell	111,033 -3,034	-3%	-$190K	0.24%	80
2022 Q1	$8.4M	Buy	114,067 +7,610	+7%	+$560K	0.25%	76
2021 Q4	$8.38M	Buy	106,457 +6,785	+7%	+$534K	0.23%	82
2021 Q3	$7.78M	Buy	99,672 +3,759	+4%	+$293K	0.23%	86
2021 Q2	$7.57M	Buy	95,913 +8,606	+10%	+$679K	0.23%	92
2021 Q1	$6.62M	Buy	87,307 +62,892	+258%	+$4.77M	0.21%	109
2020 Q4	$1.78M	Buy	24,415 +1,867	+8%	+$136K	0.06%	294
2020 Q3	$1.44M	Sell	22,548 -8,499	-27%	-$541K	0.06%	311
2020 Q2	$1.89M	Sell	31,047 -6,241	-17%	-$380K	0.08%	249
2020 Q1	$1.99M	Sell	37,288 -8,755	-19%	-$468K	0.12%	176
2019 Q4	$3.2M	Buy	46,043 +16,902	+58%	+$1.17M	0.13%	162
2019 Q3	$1.9M	Sell	29,141 -1,746	-6%	-$114K	0.09%	238
2019 Q2	$2.03M	Sell	30,887 -1,093	-3%	-$71.8K	0.1%	206
2019 Q1	$2.07M	Sell	31,980 -2,614	-8%	-$170K	0.12%	195
2018 Q4	$2.03M	Sell	34,594 -1,579	-4%	-$92.8K	0.15%	152
2018 Q3	$2.46M	Sell	36,173 -1,862	-5%	-$127K	0.14%	151
2018 Q2	$2.55M	Buy	38,035 +1,111	+3%	+$74.4K	0.17%	137
2018 Q1	$2.57M	Sell	36,924 -14,233	-28%	-$992K	0.19%	127
2017 Q4	$3.6M	Sell	51,157 -5,373	-10%	-$378K	0.28%	80
2017 Q3	$3.87M	Buy	56,530 +6,193	+12%	+$424K	0.32%	62
2017 Q2	$3.28M	Buy	50,337 +16,576	+49%	+$1.08M	0.31%	70
2017 Q1	$2.1M	Buy	33,761 +5,160	+18%	+$321K	0.2%	126
2016 Q4	$1.65M	Buy	28,601 +1,726	+6%	+$99.6K	0.18%	135
2016 Q3	$1.59M	Sell	26,875 -7,374	-22%	-$436K	0.19%	128
2016 Q2	$1.91M	Buy	34,249 +6,779	+25%	+$378K	0.25%	91
2016 Q1	$1.57M	Buy	27,470 +1,348	+5%	+$77K	0.21%	108
2015 Q4	$1.53M	Buy	26,122 +784	+3%	+$46K	0.21%	108
2015 Q3	$1.45M	Sell	25,338 -14,656	-37%	-$840K	0.23%	102
2015 Q2	$2.54M	Buy	39,994 +10,860	+37%	+$689K	0.35%	68
2015 Q1	$1.87M	Buy	29,134 +286	+1%	+$18.4K	0.25%	94
2014 Q4	$1.76M	Buy	+28,848	New	+$1.76M	0.23%	109