SFA
Source Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.6M | Sell |
20,533
-5,546
| -21% | -$433K | 0.47% | 29 |
|
|
2024
Q2 | $1.89M | Sell |
26,079
-355
| -1% | -$25.8K | 0.58% | 27 |
|
|
2024
Q1 | $1.96M | Sell |
26,434
-17,583
| -40% | -$1.31M | 0.6% | 27 |
|
|
2023
Q4 | $3.1M | Sell |
44,017
-518
| -1% | -$36.4K | 0.96% | 24 |
|
|
2023
Q3 | $2.87M | Sell |
44,535
-5,932
| -12% | -$382K | 0.97% | 23 |
|
|
2023
Q2 | $3.41M | Buy |
50,467
+7,261
| +17% | +$490K | 1.12% | 19 |
|
|
2023
Q1 | $2.89M | Sell |
43,206
-18,760
| -30% | -$1.25M | 0.97% | 21 |
|
|
2022
Q4 | $3.82M | Buy |
61,966
+36,359
| +142% | +$2.24M | 1.44% | 15 |
|
|
2022
Q3 | $1.35M | Sell |
25,607
-12,636
| -33% | -$666K | 0.53% | 41 |
|
|
2022
Q2 | $2.25M | Sell |
38,243
-69,400
| -64% | -$4.08M | 0.88% | 31 |
|
|
2022
Q1 | $7.48M | Sell |
107,643
-1,584
| -1% | -$110K | 2.2% | 12 |
|
|
2021
Q4 | $8.15M | Sell |
109,227
-9,164
| -8% | -$684K | 2.2% | 12 |
|
|
2021
Q3 | $8.79M | Sell |
118,391
-2,860
| -2% | -$212K | 2.28% | 11 |
|
|
2021
Q2 | $9.08M | Buy |
121,251
+16,808
| +16% | +$1.26M | 2.34% | 10 |
|
|
2021
Q1 | $7.53M | Buy |
104,443
+8,831
| +9% | +$636K | 2.01% | 11 |
|
|
2020
Q4 | $6.61M | Buy |
+95,612
| New | +$6.61M | 1.78% | 13 |
|