SWM
Spire Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
140,465
-5,964
| -4% | -$533K | 0.45% | 49 |
|
|
2025
Q1 | $12M | Sell |
146,429
-871
| -0.6% | -$71.2K | 0.38% | 52 |
|
|
2024
Q4 | $11.1M | Sell |
147,300
-347
| -0.2% | -$26.2K | 0.35% | 64 |
|
|
2024
Q3 | $12.3M | Sell |
147,647
-2,061
| -1% | -$172K | 0.42% | 48 |
|
|
2024
Q2 | $11.7M | Sell |
149,708
-2,378
| -2% | -$186K | 0.41% | 44 |
|
|
2024
Q1 | $12.1M | Sell |
152,086
-5,708
| -4% | -$456K | 0.22% | 86 |
|
|
2023
Q4 | $117M | Sell |
157,794
-3,194
| -2% | -$2.36M | 3.85% | 3 |
|
|
2023
Q3 | $11.1M | Buy |
160,988
+44
| +0% | +$3.03K | 0.42% | 57 |
|
|
2023
Q2 | $11.7M | Sell |
160,944
-434
| -0.3% | -$31.5K | 0.43% | 52 |
|
|
2023
Q1 | $11.5M | Buy |
161,378
+6,075
| +4% | +$434K | 0.45% | 46 |
|
|
2022
Q4 | $10.2M | Sell |
155,303
-1,533
| -1% | -$101K | 0.57% | 41 |
|
|
2022
Q3 | $8.78M | Sell |
156,836
-9,399
| -6% | -$526K | 0.53% | 41 |
|
|
2022
Q2 | $10.4M | Sell |
166,235
-5,501
| -3% | -$344K | 0.43% | 57 |
|
|
2022
Q1 | $12.6M | Sell |
171,736
-4,991
| -3% | -$367K | 0.34% | 77 |
|
|
2021
Q4 | $13.9M | Buy |
176,727
+650
| +0.4% | +$51.1K | 0.31% | 90 |
|
|
2021
Q3 | $13.7M | Sell |
176,077
-4,115
| -2% | -$321K | 0.36% | 73 |
|
|
2021
Q2 | $14.2M | Sell |
180,192
-3,423
| -2% | -$270K | 0.38% | 65 |
|
|
2021
Q1 | $13.9M | Buy |
+183,615
| New | +$13.9M | 0.37% | 66 |
|