SWMG LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.3M | Sell |
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|
2025
Q2 | $15.6M | Buy |
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|
2025
Q1 | $6.65M | Sell |
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|
2024
Q4 | $9.4M | Buy |
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|
2024
Q3 | $8.44M | Buy |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $5.35M | Sell |
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|
2023
Q4 | $7.58M | Sell |
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|
2023
Q3 | $8.3M | Buy |
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|
2023
Q2 | $6.02M | Sell |
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|
2023
Q1 | $6.68M | Sell |
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|
2022
Q4 | $8.29M | Buy |
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|
2022
Q3 | $6.67M | Buy |
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|
2022
Q1 | $12M | Sell |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $12.9M | Buy |
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|
2021
Q2 | $12.1M | Buy |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $7.91M | Buy |
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