Strategic Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.4M | Sell |
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|
2025
Q2 | $31M | Buy |
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|
2024
Q4 | $28.5M | Buy |
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|
2024
Q3 | $28.9M | Buy |
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|
2024
Q2 | $26.4M | Buy |
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|
2024
Q1 | $25.8M | Buy |
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|
2023
Q4 | $22.7M | Buy |
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|
2023
Q3 | $20.7M | Buy |
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|
2023
Q2 | $20.8M | Buy |
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|
2023
Q1 | $20M | Buy |
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|
2022
Q4 | $15.1M | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $327K | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $365K | Sell |
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|
2020
Q1 | $2.94M | Hold |
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|
2019
Q4 | $2.94M | Buy |
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|
2019
Q3 | $9.39K | Buy |
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|
2019
Q2 | $1.5M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $342K | Sell |
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|
2018
Q2 | $448K | Sell |
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|
2018
Q1 | $513K | Sell |
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|
2017
Q4 | $2.37M | Buy |
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