SWP
Summit Wealth Partners’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 | $12M | Sell |
143,895
-1,100
| -0.8% | -$91.8K | 2.29% | 11 |
|
|
2025
Q1 | $11M | Buy |
144,995
+418
| +0.3% | +$31.6K | 2.22% | 11 |
|
|
2024
Q4 | $10.2M | Sell |
144,577
-248
| -0.2% | -$17.4K | 2.09% | 11 |
|
|
2024
Q3 | $11.3M | Buy |
144,825
+113
| +0.1% | +$8.82K | 2.18% | 11 |
|
|
2024
Q2 | $10.5M | Sell |
144,712
-5,400
| -4% | -$392K | 2.18% | 11 |
|
|
2024
Q1 | $11.1M | Buy |
150,112
+2,799
| +2% | +$208K | 2.38% | 11 |
|
|
2023
Q4 | $10.4M | Sell |
147,313
-258
| -0.2% | -$18.2K | 2.41% | 11 |
|
|
2023
Q3 | $9.5M | Buy |
147,571
+5,380
| +4% | +$346K | 2.42% | 12 |
|
|
2023
Q2 | $9.6M | Sell |
142,191
-760
| -0.5% | -$51.3K | 2.41% | 12 |
|
|
2023
Q1 | $9.56M | Sell |
142,951
-3,449
| -2% | -$231K | 2.46% | 11 |
|
|
2022
Q4 | $9.02M | Sell |
146,400
-6,026
| -4% | -$371K | 2.39% | 12 |
|
|
2022
Q3 | $8.03M | Sell |
152,426
-1,465
| -1% | -$77.2K | 2.27% | 13 |
|
|
2022
Q2 | $9.06M | Sell |
153,891
-14,772
| -9% | -$869K | 2.42% | 13 |
|
|
2022
Q1 | $11.7M | Buy |
168,663
+796
| +0.5% | +$55.3K | 2.65% | 12 |
|
|
2021
Q4 | $12.5M | Buy |
167,867
+5,487
| +3% | +$410K | 2.69% | 13 |
|
|
2021
Q3 | $12.1M | Buy |
162,380
+8,697
| +6% | +$646K | 2.85% | 12 |
|
|
2021
Q2 | $11.5M | Buy |
153,683
+8,882
| +6% | +$665K | 2.75% | 12 |
|
|
2021
Q1 | $10.4M | Buy |
144,801
+13,014
| +10% | +$938K | 2.67% | 13 |
|
|
2020
Q4 | $9.11M | Buy |
131,787
+17,280
| +15% | +$1.19M | 2.48% | 13 |
|
|
2020
Q3 | $6.9M | Sell |
114,507
-2,167
| -2% | -$131K | 2.08% | 15 |
|
|
2020
Q2 | $6.67M | Sell |
116,674
-3,817
| -3% | -$218K | 2.15% | 15 |
|
|
2020
Q1 | $6.01M | Sell |
120,491
-1,635
| -1% | -$81.6K | 2.45% | 14 |
|
|
2019
Q4 | $7.97M | Buy |
+122,126
| New | +$7.97M | 2.76% | 14 |
|