SYM Financial Corp’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 | $9.26M | Hold |
110,892
| – | – | 1.04% | 13 |
|
|
2025
Q1 | $8.39M | Hold |
110,892
| – | – | 1.03% | 13 |
|
|
2024
Q4 | $7.79M | Hold |
110,892
| – | – | 1.01% | 14 |
|
|
2024
Q3 | $8.66M | Sell |
110,892
-12
| -0% | -$937 | 1.16% | 10 |
|
|
2024
Q2 | $8.06M | Sell |
110,904
-303
| -0.3% | -$22K | 1.28% | 10 |
|
|
2024
Q1 | $8.25M | Sell |
111,207
-29,173
| -21% | -$2.17M | 1.36% | 10 |
|
|
2023
Q4 | $9.88M | Sell |
140,380
-59,650
| -30% | -$4.2M | 1.6% | 10 |
|
|
2023
Q3 | $12.9M | Buy |
200,030
+275
| +0.1% | +$17.7K | 2.28% | 11 |
|
|
2023
Q2 | $13.5M | Buy |
+199,755
| New | +$13.5M | 2.73% | 9 |
|
|
2023
Q1 | – | Sell |
-452
| Closed | -$27.9K | – | 111 |
|
|
2022
Q4 | $27.9K | Buy |
+452
| New | +$27.9K | 0.01% | 94 |
|
|
2022
Q2 | – | Sell |
-1,764
| Closed | -$123K | – | 121 |
|
|
2022
Q1 | $123K | Buy |
1,764
+201
| +13% | +$14K | 0.05% | 65 |
|
|
2021
Q4 | $117K | Hold |
1,563
| – | – | 0.05% | 66 |
|
|
2021
Q3 | $116K | Buy |
+1,563
| New | +$116K | 0.07% | 61 |
|
|
2018
Q4 | – | Sell |
-4,638
| Closed | -$297K | – | 87 |
|
|
2018
Q3 | $297K | Buy |
+4,638
| New | +$297K | 0.17% | 28 |
|