SMFS
Squar Milner Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,995
| Closed | -$426K | – | 54 |
|
|
2020
Q2 | $426K | Sell |
6,995
-7,838
| -53% | -$477K | 0.24% | 113 |
|
|
2020
Q1 | $792K | Sell |
14,833
-696
| -4% | -$37.2K | 0.48% | 32 |
|
|
2019
Q4 | $1.08M | Buy |
15,529
+9,126
| +143% | +$634K | 0.54% | 26 |
|
|
2019
Q3 | $408K | Sell |
6,403
-9,383
| -59% | -$598K | 0.21% | 125 |
|
|
2019
Q2 | $1.04M | Buy |
15,786
+62
| +0.4% | +$4.08K | 0.7% | 21 |
|
|
2019
Q1 | $1.02M | Hold |
15,724
| – | – | 0.75% | 23 |
|
|
2018
Q4 | $924K | Sell |
15,724
-4,554
| -22% | -$268K | 0.89% | 21 |
|
|
2018
Q3 | $1.38M | Sell |
20,278
-3,070
| -13% | -$209K | 1.24% | 16 |
|
|
2018
Q2 | $1.56M | Buy |
23,348
+866
| +4% | +$58K | 1.38% | 7 |
|
|
2018
Q1 | $1.57M | Buy |
22,482
+1,044
| +5% | +$72.8K | 1.98% | 6 |
|
|
2017
Q4 | $1.6M | Buy |
+21,438
| New | +$1.6M | 1.94% | 6 |
|