SWA
Strategies 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 | $38.4M | Sell |
459,996
-28,850
| -6% | -$2.41M | 4.19% | 7 |
|
|
2025
Q1 | $37M | Sell |
488,846
-19,709
| -4% | -$1.49M | 4.52% | 6 |
|
|
2024
Q4 | $37.9M | Sell |
508,555
-12,149
| -2% | -$905K | 4.72% | 7 |
|
|
2024
Q3 | $40.6M | Sell |
520,704
-10,243
| -2% | -$799K | 5.43% | 5 |
|
|
2024
Q2 | $38.6M | Buy |
530,947
+919
| +0.2% | +$66.8K | 5.62% | 5 |
|
|
2024
Q1 | $39.3M | Sell |
530,028
-15,998
| -3% | -$1.19M | 6.05% | 5 |
|
|
2023
Q4 | $38.4M | Sell |
546,026
-62,094
| -10% | -$4.37M | 6.56% | 5 |
|
|
2023
Q3 | $39.1M | Buy |
608,120
+26,759
| +5% | +$1.72M | 7.69% | 4 |
|
|
2023
Q2 | $39.2M | Buy |
581,361
+17,640
| +3% | +$1.19M | 8.02% | 4 |
|
|
2023
Q1 | $37.7M | Buy |
563,721
+38,043
| +7% | +$2.54M | 8.29% | 4 |
|
|
2022
Q4 | $32.4M | Buy |
+525,678
| New | +$32.4M | 7.98% | 4 |
|
|
2022
Q2 | $30.2M | Buy |
513,524
+58,032
| +13% | +$3.42M | 8.67% | 3 |
|
|
2022
Q1 | $31.7M | Buy |
455,492
+88,412
| +24% | +$6.15M | 8.47% | 3 |
|
|
2021
Q4 | $27.4M | Buy |
+367,080
| New | +$27.4M | 7.69% | 3 |
|