SGCA
Steel Grove Capital Advisors’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 | $2.25M | Buy |
27,006
+422
| +2% | +$35.2K | 0.27% | 40 |
|
|
2025
Q1 | $2.01M | Buy |
26,584
+299
| +1% | +$22.6K | 0.3% | 42 |
|
|
2024
Q4 | $1.85M | Buy |
26,285
+2,989
| +13% | +$210K | 0.25% | 48 |
|
|
2024
Q3 | $1.82M | Sell |
23,296
-336
| -1% | -$26.3K | 0.26% | 58 |
|
|
2024
Q2 | $1.72M | Sell |
23,632
-6,381
| -21% | -$464K | 0.24% | 56 |
|
|
2024
Q1 | $2.23M | Sell |
30,013
-9,724
| -24% | -$722K | 0.3% | 39 |
|
|
2023
Q4 | $2.8M | Sell |
39,737
-15,862
| -29% | -$1.12M | 0.38% | 32 |
|
|
2023
Q3 | $3.58M | Sell |
55,599
-18,611
| -25% | -$1.2M | 0.48% | 29 |
|
|
2023
Q2 | $5.01M | Sell |
74,210
-7,501
| -9% | -$506K | 0.63% | 22 |
|
|
2023
Q1 | $5.46M | Sell |
81,711
-3,006
| -4% | -$201K | 0.73% | 20 |
|
|
2022
Q4 | $5.22M | Buy |
84,717
+8,444
| +11% | +$520K | 0.74% | 21 |
|
|
2022
Q3 | $4.02M | Buy |
+76,273
| New | +$4.02M | 0.71% | 12 |
|
|
2019
Q1 | – | Sell |
-428,285
| Closed | -$23.6M | – | 183 |
|
|
2018
Q4 | $23.6M | Buy |
+428,285
| New | +$23.6M | 3.33% | 2 |
|