SFS
Sowell Financial Services’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 | $18.8M | Buy |
225,067
+9,989
| +5% | +$834K | 0.77% | 20 |
|
|
2025
Q1 | $16.3M | Buy |
215,078
+5,757
| +3% | +$436K | 0.74% | 19 |
|
|
2024
Q4 | $14.7M | Buy |
209,321
+27,883
| +15% | +$1.96M | 0.77% | 22 |
|
|
2024
Q3 | $14.2M | Buy |
181,438
+745
| +0.4% | +$58.1K | 0.66% | 26 |
|
|
2024
Q2 | $13.1M | Buy |
180,693
+16,280
| +10% | +$1.18M | 0.63% | 29 |
|
|
2024
Q1 | $12.2M | Sell |
164,413
-499
| -0.3% | -$37K | 0.58% | 36 |
|
|
2023
Q4 | $11.6M | Buy |
164,912
+103,340
| +168% | +$7.27M | 0.63% | 30 |
|
|
2023
Q3 | $3.96M | Buy |
61,572
+3,085
| +5% | +$199K | 0.25% | 108 |
|
|
2023
Q2 | $3.95M | Buy |
58,487
+16,026
| +38% | +$1.08M | 0.22% | 107 |
|
|
2023
Q1 | $2.84M | Sell |
42,461
-32,525
| -43% | -$2.17M | 0.22% | 109 |
|
|
2022
Q4 | $4.62M | Sell |
74,986
-85
| -0.1% | -$5.24K | 0.3% | 83 |
|
|
2022
Q3 | $3.95M | Buy |
+75,071
| New | +$3.95M | 0.4% | 64 |
|
|
2022
Q1 | – | Sell |
-116,596
| Closed | -$8.72M | – | 316 |
|
|
2021
Q4 | $8.72M | Buy |
116,596
+10,721
| +10% | +$801K | 0.5% | 38 |
|
|
2021
Q3 | $7.86M | Buy |
105,875
+2,617
| +3% | +$194K | 0.53% | 41 |
|
|
2021
Q2 | $7.73M | Sell |
103,258
-21,057
| -17% | -$1.58M | 0.51% | 42 |
|
|
2021
Q1 | $9.4M | Buy |
124,315
+2,932
| +2% | +$222K | 0.33% | 65 |
|
|
2020
Q4 | $8.39M | Buy |
121,383
+12,746
| +12% | +$881K | 0.36% | 62 |
|
|
2020
Q3 | $6.55M | Buy |
108,637
+30,094
| +38% | +$1.81M | 0.33% | 69 |
|
|
2020
Q2 | $4.49M | Sell |
78,543
-11,046
| -12% | -$631K | 0.25% | 91 |
|
|
2020
Q1 | $4.47M | Buy |
89,589
+29,447
| +49% | +$1.47M | 0.33% | 77 |
|
|
2019
Q4 | $3.92M | Sell |
60,142
-80,733
| -57% | -$5.27M | 0.3% | 68 |
|
|
2019
Q3 | $8.6M | Buy |
+140,875
| New | +$8.6M | 0.71% | 30 |
|
|
2019
Q1 | $7.38M | Sell |
121,489
-14,752
| -11% | -$896K | 0.82% | 28 |
|
|
2018
Q4 | $7.49M | Buy |
+136,241
| New | +$7.49M | 1.06% | 17 |
|
|
2018
Q3 | – | Sell |
-142,359
| Closed | -$8.92M | – | 400 |
|
|
2018
Q2 | $8.92M | Buy |
142,359
+7,396
| +5% | +$464K | 1.89% | 7 |
|
|
2018
Q1 | $8.97M | Buy |
134,963
+12,800
| +10% | +$851K | 2.24% | 6 |
|
|
2017
Q4 | $8.47M | Sell |
122,163
-3,670
| -3% | -$254K | 2.07% | 6 |
|
|
2017
Q3 | $8.22M | Buy |
125,833
+7,967
| +7% | +$521K | 2.14% | 6 |
|
|
2017
Q2 | $7.4M | Buy |
117,866
+14,130
| +14% | +$888K | 2.1% | 6 |
|
|
2017
Q1 | $6.41M | Buy |
103,736
+45,675
| +79% | +$2.82M | 1.89% | 6 |
|
|
2016
Q4 | $3.27M | Buy |
+58,061
| New | +$3.27M | 1.09% | 23 |
|