SWP Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
32,212
+363
| +1% | +$30.3K | 1.48% | 20 |
|
|
2025
Q1 | $2.41M | Sell |
31,849
-1,052
| -3% | -$79.6K | 1.47% | 19 |
|
|
2024
Q4 | $2.31M | Sell |
32,901
-109,242
| -77% | -$7.68M | 1.4% | 21 |
|
|
2024
Q3 | $11.1M | Buy |
142,143
+4,665
| +3% | +$364K | 6.77% | 5 |
|
|
2024
Q2 | $9.99M | Buy |
137,478
+35,709
| +35% | +$2.59M | 6.6% | 5 |
|
|
2024
Q1 | $7.52M | Sell |
101,769
-645
| -0.6% | -$47.7K | 5.27% | 7 |
|
|
2023
Q4 | $7.2M | Buy |
+102,414
| New | +$7.2M | 5.59% | 7 |
|