SWA
Strategies Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
224,482
+77,162
| +52% | +$6.9M | 2.19% | 11 |
|
|
2025
Q1 | $12M | Buy |
147,320
+266
| +0.2% | +$21.7K | 1.47% | 11 |
|
|
2024
Q4 | $11.8M | Buy |
147,054
+5,885
| +4% | +$472K | 1.47% | 11 |
|
|
2024
Q3 | $11.8M | Sell |
141,169
-1,850
| -1% | -$155K | 1.58% | 12 |
|
|
2024
Q2 | $11.2M | Sell |
143,019
-2,824
| -2% | -$221K | 1.63% | 12 |
|
|
2024
Q1 | $11.6M | Sell |
145,843
-341
| -0.2% | -$27.2K | 1.79% | 13 |
|
|
2023
Q4 | $11M | Buy |
146,184
+4,962
| +4% | +$374K | 1.88% | 13 |
|
|
2023
Q3 | $9.73M | Buy |
141,222
+1,651
| +1% | +$114K | 1.91% | 14 |
|
|
2023
Q2 | $10.1M | Sell |
139,571
-6,942
| -5% | -$503K | 2.07% | 12 |
|
|
2023
Q1 | $10.5M | Sell |
146,513
-1,318
| -0.9% | -$94.3K | 2.31% | 12 |
|
|
2022
Q4 | $9.7M | Buy |
+147,831
| New | +$9.7M | 2.39% | 12 |
|
|
2022
Q2 | $3.74M | Buy |
59,894
+10,578
| +21% | +$661K | 1.07% | 18 |
|
|
2022
Q1 | $3.63M | Sell |
49,316
-479
| -1% | -$35.3K | 0.97% | 18 |
|
|
2021
Q4 | $3.92M | Buy |
+49,795
| New | +$3.92M | 1.1% | 19 |
|