SPIA
Strategic Point Investment 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 | $18.8M | Sell |
224,766
-2,022
| -0.9% | -$169K | 2.89% | 14 |
|
|
2025
Q1 | $17.2M | Sell |
226,788
-4,214
| -2% | -$319K | 2.86% | 14 |
|
|
2024
Q4 | $16.2M | Sell |
231,002
-169,012
| -42% | -$11.9M | 2.65% | 14 |
|
|
2024
Q3 | $31.2M | Buy |
400,014
+2,114
| +0.5% | +$165K | 5.15% | 6 |
|
|
2024
Q2 | $28.9M | Sell |
397,900
-2,261
| -0.6% | -$164K | 5.18% | 7 |
|
|
2024
Q1 | $29.7M | Buy |
400,161
+9,897
| +3% | +$735K | 5.39% | 6 |
|
|
2023
Q4 | $27.5M | Buy |
390,264
+2,116
| +0.5% | +$149K | 5.31% | 7 |
|
|
2023
Q3 | $25M | Buy |
388,148
+6,048
| +2% | +$389K | 5.33% | 6 |
|
|
2023
Q2 | $25.8M | Buy |
382,100
+1,491
| +0.4% | +$101K | 5.29% | 6 |
|
|
2023
Q1 | $25.4M | Buy |
380,609
+267,193
| +236% | +$17.9M | 5.66% | 6 |
|
|
2022
Q4 | $6.99M | Buy |
113,416
+2,355
| +2% | +$145K | 1.68% | 19 |
|
|
2022
Q3 | $5.85M | Buy |
111,061
+1,040
| +0.9% | +$54.8K | 1.64% | 18 |
|
|
2022
Q2 | $6.48M | Buy |
110,021
+1,272
| +1% | +$74.9K | 1.8% | 16 |
|
|
2022
Q1 | $7.56M | Buy |
108,749
+464
| +0.4% | +$32.3K | 1.73% | 17 |
|
|
2021
Q4 | $8.08M | Buy |
108,285
+4,010
| +4% | +$299K | 1.82% | 16 |
|
|
2021
Q3 | $7.74M | Buy |
104,275
+815
| +0.8% | +$60.5K | 1.9% | 16 |
|
|
2021
Q2 | $7.75M | Buy |
+103,460
| New | +$7.75M | 1.88% | 16 |
|