SFP
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Sweet Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sweet Financial Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.07M Buy
13,755
+400
+3% +$29.9K 0.23% 80
2024
Q2 		$970K Hold
13,355
– – 0.22% 78
2024
Q1 		$991K Hold
13,355
– – 0.23% 82
2023
Q4 		$940K Hold
13,355
– – 0.22% 77
2023
Q3 		$859K Buy
13,355
+1,590
+14% +$106K 0.23% 74
2023
Q2 		$794K Sell
11,765
-22,878
-66% -$1.55M 0.21% 75
2023
Q1 		$2.32M Buy
34,643
+22,326
+181% +$1.46M 0.64% 26
2022
Q4 		$759K Hold
12,317
– – 0.22% 65
2022
Q3 		$649K Hold
12,317
– – 0.21% 68
2022
Q2 		$725K Sell
12,317
-49
-0.4% -$3.14K 0.23% 66
2022
Q1 		$860K Sell
12,366
-3,284
-21% -$232K 0.23% 57
2021
Q4 		$1.17M Buy
+15,650
New +$1.18M 0.48% 29

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US Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return