SYM Financial Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.68M Hold
2025
Q2
$9.26M Hold
2025
Q1
$8.39M Hold
2024
Q4
$7.79M Hold
2024
Q3
$8.66M Sell
2024
Q2
$8.06M Sell
2024
Q1
$8.25M Sell
2023
Q4
$9.88M Sell
2023
Q3
$12.9M Buy
2023
Q2
$13.5M Buy
2023
Q1
Sell
2022
Q4
$27.9K Buy
2022
Q2
Sell
2022
Q1
$123K Buy
2021
Q4
$117K Hold
2021
Q3
$116K Buy
2018
Q4
Sell
2018
Q3
$297K Buy