SI
SimpliFi Inc’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
9,787
+588
| +6% | +$52.6K | 0.39% | 23 |
|
|
2025
Q1 | $752K | Buy |
9,199
+2,358
| +34% | +$193K | 0.35% | 25 |
|
|
2024
Q4 | $517K | Buy |
6,841
+11
| +0.2% | +$832 | 0.24% | 30 |
|
|
2024
Q3 | $571K | Sell |
6,830
-1,632
| -19% | -$136K | 0.25% | 28 |
|
|
2024
Q2 | $663K | Buy |
8,462
+615
| +8% | +$48.2K | 0.31% | 29 |
|
|
2024
Q1 | $627K | Sell |
7,847
-5,492
| -41% | -$439K | 0.29% | 26 |
|
|
2023
Q4 | $919K | Hold |
13,339
| – | – | 0.45% | 19 |
|
|
2023
Q3 | $919K | Buy |
13,339
+659
| +5% | +$45.4K | 0.45% | 19 |
|
|
2023
Q2 | $919K | Buy |
12,680
+29
| +0.2% | +$2.1K | 0.43% | 20 |
|
|
2023
Q1 | $905K | Sell |
12,651
-1,207
| -9% | -$86.3K | 0.44% | 21 |
|
|
2022
Q4 | $910K | Sell |
13,858
-2,532
| -15% | -$166K | 0.47% | 16 |
|
|
2022
Q3 | $918K | Buy |
16,390
+1,134
| +7% | +$63.5K | 0.48% | 16 |
|
|
2022
Q2 | $953K | Buy |
15,256
+446
| +3% | +$27.9K | 0.47% | 16 |
|
|
2022
Q1 | $1.09M | Sell |
14,810
-70
| -0.5% | -$5.15K | 0.5% | 16 |
|
|
2021
Q4 | $1.17M | Buy |
14,880
+325
| +2% | +$25.6K | 0.51% | 17 |
|
|
2021
Q3 | $1.14M | Buy |
14,555
+221
| +2% | +$17.2K | 0.51% | 12 |
|
|
2021
Q2 | $1.13M | Sell |
14,334
-1,765
| -11% | -$139K | 0.51% | 11 |
|
|
2021
Q1 | $1.22M | Sell |
16,099
-332
| -2% | -$25.2K | 0.57% | 13 |
|
|
2020
Q4 | $1.2M | Sell |
16,431
-1,358
| -8% | -$99.1K | 0.56% | 13 |
|
|
2020
Q3 | $1.13M | Buy |
17,789
+3,298
| +23% | +$210K | 0.56% | 13 |
|
|
2020
Q2 | $882K | Buy |
14,491
+443
| +3% | +$27K | 0.46% | 13 |
|
|
2020
Q1 | $751K | Sell |
14,048
-1,502
| -10% | -$80.3K | 0.47% | 15 |
|
|
2019
Q4 | $1.08M | Buy |
15,550
+473
| +3% | +$32.9K | 0.61% | 14 |
|
|
2019
Q3 | $983K | Sell |
15,077
-908
| -6% | -$59.2K | 0.58% | 14 |
|
|
2019
Q2 | $1.05M | Buy |
15,985
+990
| +7% | +$65.1K | 0.63% | 13 |
|
|
2019
Q1 | $973K | Buy |
14,995
+1,757
| +13% | +$114K | 0.61% | 13 |
|
|
2018
Q4 | $778K | Sell |
13,238
-23,973
| -64% | -$1.41M | 0.56% | 12 |
|
|
2018
Q3 | $2.53M | Sell |
37,211
-126,627
| -77% | -$8.61M | 1.76% | 11 |
|
|
2018
Q2 | $11M | Buy |
163,838
+7,089
| +5% | +$475K | 8.64% | 5 |
|
|
2018
Q1 | $10.9M | Buy |
156,749
+967
| +0.6% | +$67.4K | 8.97% | 6 |
|
|
2017
Q4 | $11M | Buy |
+155,782
| New | +$11M | 9.12% | 6 |
|