SVWAG
Sound View Wealth Advisors Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
44,887
+10,324
| +30% | +$862K | 0.28% | 83 |
|
|
2025
Q1 | $2.61M | Buy |
34,563
+10,568
| +44% | +$799K | 0.21% | 100 |
|
|
2024
Q4 | $1.69M | Sell |
23,995
-300
| -1% | -$21.1K | 0.14% | 135 |
|
|
2024
Q3 | $1.9M | Buy |
24,295
+2,646
| +12% | +$207K | 0.15% | 127 |
|
|
2024
Q2 | $1.57M | Sell |
21,649
-596
| -3% | -$43.3K | 0.16% | 128 |
|
|
2024
Q1 | $1.65M | Sell |
22,245
-1,467
| -6% | -$109K | 0.18% | 124 |
|
|
2023
Q4 | $1.67M | Sell |
23,712
-2,178
| -8% | -$153K | 0.18% | 120 |
|
|
2023
Q3 | $1.67M | Buy |
25,890
+1,598
| +7% | +$103K | 0.21% | 105 |
|
|
2023
Q2 | $1.64M | Buy |
24,292
+1,015
| +4% | +$68.5K | 0.22% | 100 |
|
|
2023
Q1 | $1.56M | Sell |
23,277
-435
| -2% | -$29.1K | 0.21% | 106 |
|
|
2022
Q4 | $1.67M | Buy |
23,712
+11,525
| +95% | +$811K | 0.18% | 120 |
|
|
2022
Q3 | $642K | Buy |
12,187
+771
| +7% | +$40.6K | 0.14% | 137 |
|
|
2022
Q2 | $672K | Buy |
11,416
+520
| +5% | +$30.6K | 0.14% | 137 |
|
|
2022
Q1 | $757K | Buy |
10,896
+350
| +3% | +$24.3K | 0.14% | 139 |
|
|
2021
Q4 | $787K | Buy |
10,546
+643
| +6% | +$48K | 0.15% | 138 |
|
|
2021
Q3 | $735K | Buy |
9,903
+1
| +0% | +$74 | 0.15% | 139 |
|
|
2021
Q2 | $741K | Sell |
9,902
-3,134
| -24% | -$235K | 0.16% | 135 |
|
|
2021
Q1 | $939K | Buy |
13,036
+535
| +4% | +$38.5K | 0.22% | 106 |
|
|
2020
Q4 | $864K | Sell |
12,501
-124
| -1% | -$8.57K | 0.21% | 107 |
|
|
2020
Q3 | $761K | Sell |
12,625
-494
| -4% | -$29.8K | 0.2% | 116 |
|
|
2020
Q2 | $750K | Sell |
13,119
-7,654
| -37% | -$438K | 0.21% | 110 |
|
|
2020
Q1 | $1.04M | Sell |
20,773
-6,679
| -24% | -$333K | 0.36% | 78 |
|
|
2019
Q4 | $1.79M | Buy |
27,452
+2,970
| +12% | +$194K | 0.51% | 63 |
|
|
2019
Q3 | $1.5M | Sell |
24,482
-221
| -0.9% | -$13.5K | 0.45% | 69 |
|
|
2019
Q2 | $1.52M | Buy |
+24,703
| New | +$1.52M | 0.45% | 68 |
|