Sweet Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Sweet Financial Partners’s Portfolio EFA Stock Details EFA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$229K	Hold
2024 Q2	$215K	Sell
2024 Q1	$223K	Hold
2023 Q4	$211K	Buy
2023 Q3	–	Sell
2023 Q2	$203K	Hold
2023 Q1	$200K	Buy
2022 Q2	–	Sell
2022 Q1	$206K	Hold
2021 Q4	$220K	Buy