SWC
Spectrum Wealth Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.6M | Buy |
179,371
+163,299
| +1,016% | +$12.4M | 1.63% | 17 |
|
|
2024
Q4 | $1.13M | Sell |
16,072
-37,552
| -70% | -$2.64M | 0.13% | 77 |
|
|
2024
Q3 | $4.19M | Sell |
53,624
-11,248
| -17% | -$878K | 0.49% | 52 |
|
|
2024
Q2 | $4.71M | Buy |
64,872
+15,976
| +33% | +$1.16M | 0.6% | 46 |
|
|
2024
Q1 | $3.63M | Buy |
48,896
+9,738
| +25% | +$723K | 0.44% | 54 |
|
|
2023
Q4 | $2.75M | Buy |
+39,158
| New | +$2.75M | 0.38% | 62 |
|