SFG
Sovereign Financial 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 | $1.23M | Sell |
13,758
-1,012
| -7% | -$90.5K | 0.25% | 75 |
|
|
2025
Q1 | $1.21M | Sell |
14,770
-63
| -0.4% | -$5.15K | 0.28% | 69 |
|
|
2024
Q4 | $1.12M | Buy |
14,833
+1,159
| +8% | +$87.6K | 0.26% | 78 |
|
|
2024
Q3 | $1.14M | Sell |
13,674
-374
| -3% | -$31.3K | 0.27% | 76 |
|
|
2024
Q2 | $1.1M | Sell |
14,048
-274
| -2% | -$21.5K | 0.27% | 78 |
|
|
2024
Q1 | $1.14M | Hold |
14,322
| – | – | 0.3% | 66 |
|
|
2023
Q4 | $1.08M | Buy |
14,322
+2,839
| +25% | +$214K | 0.33% | 65 |
|
|
2023
Q3 | $791K | Sell |
11,483
-37
| -0.3% | -$2.55K | 0.28% | 75 |
|
|
2023
Q2 | $835K | Sell |
11,520
-2,411
| -17% | -$175K | 0.27% | 91 |
|
|
2023
Q1 | $996K | Sell |
13,931
-3,481
| -20% | -$249K | 0.37% | 70 |
|
|
2022
Q4 | $1.14M | Buy |
17,412
+10,624
| +157% | +$697K | 0.45% | 59 |
|
|
2022
Q3 | $380K | Sell |
6,788
-1,254
| -16% | -$70.2K | 0.15% | 132 |
|
|
2022
Q2 | $503K | Buy |
8,042
+1,233
| +18% | +$77.1K | 0.2% | 110 |
|
|
2022
Q1 | $501K | Sell |
6,809
-508
| -7% | -$37.4K | 0.19% | 116 |
|
|
2021
Q4 | $576K | Buy |
7,317
+2,621
| +56% | +$206K | 0.23% | 104 |
|
|
2021
Q3 | $366K | Sell |
4,696
-1,585
| -25% | -$124K | 0.21% | 111 |
|
|
2021
Q2 | $477K | Hold |
6,281
| – | – | 0.29% | 78 |
|
|
2021
Q1 | $477K | Buy |
6,281
+318
| +5% | +$24.2K | 0.3% | 76 |
|
|
2020
Q4 | $435K | Buy |
+5,963
| New | +$435K | 0.31% | 70 |
|