SFG
Sovereign Financial 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 | $1.59M | Sell |
19,087
-969
| -5% | -$80.9K | 0.33% | 60 |
|
|
2025
Q1 | $1.52M | Sell |
20,056
-1,501
| -7% | -$114K | 0.35% | 57 |
|
|
2024
Q4 | $1.52M | Buy |
21,557
+3,186
| +17% | +$224K | 0.35% | 56 |
|
|
2024
Q3 | $1.43M | Sell |
18,371
-140
| -0.8% | -$10.9K | 0.34% | 59 |
|
|
2024
Q2 | $1.34M | Sell |
18,511
-2,689
| -13% | -$195K | 0.34% | 58 |
|
|
2024
Q1 | $1.57M | Sell |
21,200
-305
| -1% | -$22.6K | 0.42% | 42 |
|
|
2023
Q4 | $1.51M | Sell |
21,505
-1,506
| -7% | -$106K | 0.46% | 37 |
|
|
2023
Q3 | $1.48M | Buy |
23,011
+318
| +1% | +$20.5K | 0.53% | 40 |
|
|
2023
Q2 | $1.53M | Sell |
22,693
-5,418
| -19% | -$366K | 0.5% | 45 |
|
|
2023
Q1 | $1.88M | Sell |
28,111
-5,460
| -16% | -$365K | 0.7% | 31 |
|
|
2022
Q4 | $2.07M | Buy |
33,571
+2,306
| +7% | +$142K | 0.82% | 29 |
|
|
2022
Q3 | $1.65M | Sell |
31,265
-2,258
| -7% | -$119K | 0.67% | 35 |
|
|
2022
Q2 | $1.97M | Sell |
33,523
-945
| -3% | -$55.6K | 0.78% | 32 |
|
|
2022
Q1 | $2.4M | Sell |
34,468
-38
| -0.1% | -$2.64K | 0.89% | 30 |
|
|
2021
Q4 | $2.58M | Buy |
34,506
+29,166
| +546% | +$2.18M | 1.03% | 20 |
|
|
2021
Q3 | $396K | Buy |
5,340
+102
| +2% | +$7.56K | 0.23% | 95 |
|
|
2021
Q2 | $377K | Hold |
5,238
| – | – | 0.23% | 89 |
|
|
2021
Q1 | $377K | Sell |
5,238
-31
| -0.6% | -$2.23K | 0.24% | 87 |
|
|
2020
Q4 | $364K | Buy |
+5,269
| New | +$364K | 0.26% | 78 |
|