SWM
SVA Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $732K | Buy |
+10,028
| New | +$732K | 0.06% | 138 |
|
|
2020
Q2 | – | Sell |
-4,113
| Closed | -$220K | – | 199 |
|
|
2020
Q1 | $220K | Sell |
4,113
-3,311
| -45% | -$177K | 0.03% | 178 |
|
|
2019
Q4 | $516K | Buy |
7,424
+2,330
| +46% | +$162K | 0.05% | 147 |
|
|
2019
Q3 | $332K | Hold |
5,094
| – | – | 0.03% | 169 |
|
|
2019
Q2 | $335K | Sell |
5,094
-31
| -0.6% | -$2.04K | 0.03% | 172 |
|
|
2019
Q1 | $332K | Hold |
5,125
| – | – | 0.03% | 176 |
|
|
2018
Q4 | $301K | Buy |
+5,125
| New | +$301K | 0.03% | 178 |
|