SWA
Strata Wealth 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 | $1.06M | Sell |
12,729
-1,963
| -13% | -$164K | 0.29% | 39 |
|
|
2025
Q1 | $1.11M | Hold |
14,692
| – | – | 0.35% | 32 |
|
|
2024
Q4 | $1.03M | Hold |
14,692
| – | – | 0.32% | 36 |
|
|
2024
Q3 | $1.15M | Hold |
14,692
| – | – | 0.37% | 30 |
|
|
2024
Q2 | $1.07M | Hold |
14,692
| – | – | 0.37% | 30 |
|
|
2024
Q1 | $1.09M | Hold |
14,692
| – | – | 0.38% | 28 |
|
|
2023
Q4 | $1.03M | Sell |
14,692
-2,690
| -15% | -$189K | 0.41% | 29 |
|
|
2023
Q3 | $1.12M | Buy |
+17,382
| New | +$1.12M | 0.54% | 15 |
|