Sovereign Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Hold |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.14M | Hold |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $791K | Sell |
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|
2023
Q2 | $835K | Sell |
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|
2023
Q1 | $996K | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $477K | Hold |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $435K | Buy |
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