Strategic Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31M | Buy |
+346,895
| New | +$31M | 2.44% | 6 |
|
|
2024
Q4 | $28.5M | Buy |
348,523
+3,201
| +0.9% | +$262K | 2.36% | 6 |
|
|
2024
Q3 | $28.9M | Buy |
345,322
+8,656
| +3% | +$724K | 2.78% | 5 |
|
|
2024
Q2 | $26.4M | Buy |
336,666
+13,938
| +4% | +$1.09M | 2.75% | 6 |
|
|
2024
Q1 | $25.8M | Buy |
322,728
+22,064
| +7% | +$1.76M | 2.83% | 6 |
|
|
2023
Q4 | $22.7M | Buy |
300,664
+498
| +0.2% | +$37.5K | 2.79% | 6 |
|
|
2023
Q3 | $20.7M | Buy |
300,166
+13,764
| +5% | +$949K | 2.72% | 6 |
|
|
2023
Q2 | $20.8M | Buy |
286,402
+6,975
| +2% | +$506K | 2.69% | 5 |
|
|
2023
Q1 | $20M | Buy |
279,427
+48,683
| +21% | +$3.48M | 3.07% | 6 |
|
|
2022
Q4 | $15.1M | Buy |
230,744
+225,815
| +4,581% | +$14.8M | 2.81% | 5 |
|
|
2022
Q3 | $276K | Buy |
4,929
+1,108
| +29% | +$62.1K | 0.06% | 229 |
|
|
2022
Q2 | $239K | Sell |
3,821
-621
| -14% | -$38.8K | 0.05% | 219 |
|
|
2022
Q1 | $327K | Sell |
4,442
-1,021
| -19% | -$75.2K | 0.06% | 206 |
|
|
2021
Q4 | $430K | Sell |
5,463
-35
| -0.6% | -$2.76K | 0.08% | 210 |
|
|
2021
Q3 | $429K | Buy |
5,498
+257
| +5% | +$20.1K | 0.13% | 180 |
|
|
2021
Q2 | $413K | Buy |
5,241
+99
| +2% | +$7.8K | 0.13% | 170 |
|
|
2021
Q1 | $390K | Buy |
5,142
+145
| +3% | +$11K | 0.16% | 140 |
|
|
2020
Q4 | $365K | Buy |
4,997
+1
| +0% | +$73 | 0.15% | 134 |
|
|
2020
Q3 | $318K | Sell |
4,996
-993
| -17% | -$63.2K | 0.16% | 122 |
|
|
2020
Q2 | $365K | Sell |
5,989
-36,384
| -86% | -$2.22M | 0.19% | 109 |
|
|
2020
Q1 | $2.94M | Hold |
42,373
| – | – | 1.53% | 11 |
|
|
2019
Q4 | $2.94M | Buy |
42,373
+4,273
| +11% | +$297K | 1.53% | 11 |
|
|
2019
Q3 | $9.39K | Buy |
38,100
+15,222
| +67% | +$3.75K | 0.05% | 146 |
|
|
2019
Q2 | $1.5M | Buy |
22,878
+7,192
| +46% | +$472K | 0.73% | 37 |
|
|
2019
Q1 | $1.03M | Buy |
15,686
+8,471
| +117% | +$557K | 0.47% | 65 |
|
|
2018
Q4 | $456K | Buy |
7,215
+2,182
| +43% | +$138K | 0.23% | 99 |
|
|
2018
Q3 | $342K | Sell |
5,033
-1,660
| -25% | -$113K | 0.18% | 108 |
|
|
2018
Q2 | $448K | Sell |
6,693
-667
| -9% | -$44.6K | 0.26% | 97 |
|
|
2018
Q1 | $513K | Sell |
7,360
-26,693
| -78% | -$1.86M | 0.26% | 111 |
|
|
2017
Q4 | $2.37M | Buy |
+34,053
| New | +$2.37M | 1.31% | 14 |
|