SVWAG
Sound View Wealth Advisors Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
7,454
+685
| +10% | +$61.2K | 0.05% | 236 |
|
|
2025
Q1 | $553K | Sell |
6,769
-1,152
| -15% | -$94.2K | 0.05% | 241 |
|
|
2024
Q4 | $599K | Sell |
7,921
-551
| -7% | -$41.7K | 0.05% | 238 |
|
|
2024
Q3 | $708K | Buy |
8,472
+2,890
| +52% | +$242K | 0.06% | 222 |
|
|
2024
Q2 | $437K | Buy |
5,582
+8
| +0.1% | +$627 | 0.05% | 250 |
|
|
2024
Q1 | $445K | Sell |
5,574
-214
| -4% | -$17.1K | 0.05% | 251 |
|
|
2023
Q4 | $436K | Buy |
5,788
+1,415
| +32% | +$107K | 0.05% | 253 |
|
|
2023
Q3 | $301K | Sell |
4,373
-1,304
| -23% | -$89.9K | 0.04% | 285 |
|
|
2023
Q2 | $412K | Sell |
5,677
-131
| -2% | -$9.5K | 0.05% | 244 |
|
|
2023
Q1 | $415K | Buy |
5,808
+20
| +0.3% | +$1.43K | 0.06% | 240 |
|
|
2022
Q4 | $436K | Buy |
5,788
+1,253
| +28% | +$94.4K | 0.05% | 253 |
|
|
2022
Q3 | $254K | Hold |
4,535
| – | – | 0.06% | 231 |
|
|
2022
Q2 | $283K | Sell |
4,535
-70
| -2% | -$4.37K | 0.06% | 224 |
|
|
2022
Q1 | $339K | Buy |
4,605
+139
| +3% | +$10.2K | 0.06% | 220 |
|
|
2021
Q4 | $351K | Buy |
4,466
+11
| +0.2% | +$865 | 0.07% | 213 |
|
|
2021
Q3 | $348K | Sell |
4,455
-79
| -2% | -$6.17K | 0.07% | 205 |
|
|
2021
Q2 | $358K | Buy |
4,534
+9
| +0.2% | +$711 | 0.08% | 208 |
|
|
2021
Q1 | $343K | Sell |
4,525
-175
| -4% | -$13.3K | 0.08% | 200 |
|
|
2020
Q4 | $343K | Sell |
4,700
-399
| -8% | -$29.1K | 0.08% | 187 |
|
|
2020
Q3 | $325K | Sell |
5,099
-1,039
| -17% | -$66.2K | 0.09% | 184 |
|
|
2020
Q2 | $374K | Buy |
6,138
+854
| +16% | +$52K | 0.11% | 165 |
|
|
2020
Q1 | $282K | Sell |
5,284
-589
| -10% | -$31.4K | 0.1% | 169 |
|
|
2019
Q4 | $408K | Sell |
5,873
-1,834
| -24% | -$127K | 0.12% | 156 |
|
|
2019
Q3 | $503K | Sell |
7,707
-600
| -7% | -$39.2K | 0.15% | 139 |
|
|
2019
Q2 | $546K | Buy |
+8,307
| New | +$546K | 0.16% | 135 |
|