SWA
SOA Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
41,680
-129
| -0.3% | -$14.4K | 0.88% | 26 |
|
|
2025
Q1 | $4.18M | Buy |
41,809
+73
| +0.2% | +$7.3K | 0.87% | 24 |
|
|
2024
Q4 | $4.04M | Buy |
41,736
+287
| +0.7% | +$27.8K | 0.74% | 28 |
|
|
2024
Q3 | $4.46M | Sell |
41,449
-579
| -1% | -$62.3K | 0.85% | 26 |
|
|
2024
Q2 | $4.3M | Sell |
42,028
-167
| -0.4% | -$17.1K | 0.86% | 24 |
|
|
2024
Q1 | $4.38M | Buy |
42,195
+391
| +0.9% | +$40.6K | 0.91% | 23 |
|
|
2023
Q4 | $4.05M | Buy |
41,804
+1,410
| +3% | +$137K | 0.9% | 23 |
|
|
2023
Q3 | $3.49M | Buy |
40,394
+278
| +0.7% | +$24K | 0.87% | 25 |
|
|
2023
Q2 | $3.83M | Buy |
40,116
+1,495
| +4% | +$143K | 0.9% | 25 |
|
|
2023
Q1 | $3.62M | Buy |
38,621
+1,836
| +5% | +$172K | 0.89% | 26 |
|
|
2022
Q4 | $3.08M | Sell |
36,785
-16,879
| -31% | -$1.41M | 0.83% | 28 |
|
|
2022
Q3 | $3.89M | Buy |
53,664
+4,159
| +8% | +$302K | 1.17% | 23 |
|
|
2022
Q2 | $3.98M | Buy |
49,505
+15,820
| +47% | +$1.27M | 1.17% | 22 |
|
|
2022
Q1 | $3.24M | Sell |
33,685
-247
| -0.7% | -$23.8K | 0.79% | 35 |
|
|
2021
Q4 | $3.74M | Sell |
33,932
-206
| -0.6% | -$22.7K | 0.91% | 29 |
|
|
2021
Q3 | $3.63M | Sell |
34,138
-1,535
| -4% | -$163K | 0.93% | 31 |
|
|
2021
Q2 | $3.83M | Sell |
35,673
-2,404
| -6% | -$258K | 0.98% | 27 |
|
|
2021
Q1 | $3.83M | Sell |
38,077
-1,142
| -3% | -$115K | 1.07% | 25 |
|
|
2020
Q4 | $4.05M | Buy |
+39,219
| New | +$4.05M | 1.1% | 25 |
|