SWA
SOA Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
10,283
+2,115
| +26% | +$189K | 0.17% | 83 |
|
|
2025
Q1 | $668K | Sell |
8,168
-18,929
| -70% | -$1.55M | 0.14% | 90 |
|
|
2024
Q4 | $2.05M | Buy |
27,097
+2,421
| +10% | +$183K | 0.38% | 51 |
|
|
2024
Q3 | $2.06M | Buy |
24,676
+1,591
| +7% | +$133K | 0.39% | 51 |
|
|
2024
Q2 | $1.81M | Buy |
23,085
+8,383
| +57% | +$657K | 0.36% | 51 |
|
|
2024
Q1 | $1.17M | Buy |
14,702
+3,160
| +27% | +$252K | 0.24% | 64 |
|
|
2023
Q4 | $870K | Buy |
11,542
+2,677
| +30% | +$202K | 0.19% | 71 |
|
|
2023
Q3 | $611K | Buy |
8,865
+889
| +11% | +$61.3K | 0.15% | 80 |
|
|
2023
Q2 | $578K | Sell |
7,976
-701
| -8% | -$50.8K | 0.14% | 83 |
|
|
2023
Q1 | $621K | Buy |
8,677
+300
| +4% | +$21.5K | 0.15% | 76 |
|
|
2022
Q4 | $550K | Buy |
8,377
+296
| +4% | +$19.4K | 0.15% | 83 |
|
|
2022
Q3 | $452K | Buy |
8,081
+319
| +4% | +$17.8K | 0.14% | 85 |
|
|
2022
Q2 | $485K | Sell |
7,762
-111
| -1% | -$6.94K | 0.14% | 82 |
|
|
2022
Q1 | $579K | Buy |
7,873
+158
| +2% | +$11.6K | 0.14% | 90 |
|
|
2021
Q4 | $607K | Buy |
7,715
+73
| +1% | +$5.74K | 0.15% | 87 |
|
|
2021
Q3 | $596K | Sell |
7,642
-408
| -5% | -$31.8K | 0.15% | 87 |
|
|
2021
Q2 | $635K | Sell |
8,050
-122
| -1% | -$9.62K | 0.16% | 84 |
|
|
2021
Q1 | $620K | Sell |
8,172
-327
| -4% | -$24.8K | 0.17% | 83 |
|
|
2020
Q4 | $640K | Buy |
+8,499
| New | +$640K | 0.17% | 76 |
|