SWA
Strata Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
18,120
-28
| -0.2% | -$3.14K | 0.56% | 25 |
|
|
2025
Q1 | $1.81M | Sell |
18,148
-1,566
| -8% | -$157K | 0.56% | 23 |
|
|
2024
Q4 | $1.91M | Sell |
19,714
-951
| -5% | -$92.1K | 0.6% | 25 |
|
|
2024
Q3 | $2.22M | Buy |
20,665
+20
| +0.1% | +$2.15K | 0.72% | 21 |
|
|
2024
Q2 | $2.11M | Sell |
20,645
-2,404
| -10% | -$246K | 0.73% | 21 |
|
|
2024
Q1 | $2.39M | Buy |
23,049
+2,911
| +14% | +$302K | 0.84% | 19 |
|
|
2023
Q4 | $1.95M | Sell |
20,138
-83,572
| -81% | -$8.09M | 0.77% | 23 |
|
|
2023
Q3 | $8.95M | Buy |
+103,710
| New | +$8.95M | 4.31% | 6 |
|
|
2023
Q1 | $9.02M | Sell |
96,285
-3,791
| -4% | -$355K | 4.66% | 6 |
|
|
2022
Q4 | $8.38M | Buy |
+100,076
| New | +$8.38M | 4.65% | 6 |
|