SWM
Spire Wealth Management’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 | $23.9M | Sell |
295,411
-57,712
| -16% | -$4.68M | 0.86% | 17 |
|
|
2025
Q1 | $26.7M | Buy |
353,123
+43,012
| +14% | +$3.25M | 0.86% | 18 |
|
|
2024
Q4 | $21.8M | Buy |
310,111
+47,818
| +18% | +$3.36M | 0.68% | 28 |
|
|
2024
Q3 | $20.5M | Buy |
262,293
+5,389
| +2% | +$421K | 0.69% | 31 |
|
|
2024
Q2 | $18.6M | Sell |
256,904
-5,400
| -2% | -$391K | 0.66% | 32 |
|
|
2024
Q1 | $88M | Buy |
262,304
+4,201
| +2% | +$1.41M | 1.6% | 17 |
|
|
2023
Q4 | $17.8M | Sell |
258,103
-1,427
| -0.5% | -$98.3K | 0.59% | 33 |
|
|
2023
Q3 | $16.7M | Buy |
259,530
+27,376
| +12% | +$1.76M | 0.64% | 32 |
|
|
2023
Q2 | $15.7M | Buy |
232,154
+8,766
| +4% | +$592K | 0.58% | 33 |
|
|
2023
Q1 | $14.9M | Buy |
223,388
+46,904
| +27% | +$3.14M | 0.58% | 31 |
|
|
2022
Q4 | $10.9M | Sell |
176,484
-2,349
| -1% | -$145K | 0.61% | 37 |
|
|
2022
Q3 | $9.37M | Sell |
178,833
-40,371
| -18% | -$2.12M | 0.57% | 38 |
|
|
2022
Q2 | $12.9M | Sell |
219,204
-81,551
| -27% | -$4.8M | 0.53% | 41 |
|
|
2022
Q1 | $20.9M | Buy |
300,755
+11,602
| +4% | +$808K | 0.56% | 35 |
|
|
2021
Q4 | $21.6M | Buy |
289,153
+5,916
| +2% | +$442K | 0.48% | 43 |
|
|
2021
Q3 | $21M | Buy |
283,237
+14,903
| +6% | +$1.11M | 0.56% | 38 |
|
|
2021
Q2 | $20.2M | Buy |
268,334
+17,928
| +7% | +$1.35M | 0.55% | 38 |
|
|
2021
Q1 | $18M | Buy |
+250,406
| New | +$18M | 0.48% | 45 |
|