SAX WEALTH ADVISORS, LLC – iShares Core MSCI EAFE ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.83M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-10.50%
quarter
iShares Core MSCI EAFE ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.87% | -6.56K shares | -602K | $52.67 | 34.79K |
| Q2 2022 | share | Decrease | -0.35% | -145 shares | -450K | $58.85 | 41.35K |
| Q1 2022 | share | Increase | +1.93% | 825 shares | -162K | $69.51 | 43.47K |
| Q4 2021 | share | Increase | +0.72% | 307 shares | 40K | $74.67 | 42.65K |
| Q3 2021 | share | Decrease | -0.58% | -245 shares | -44K | $74.25 | 42.34K |
| Q2 2021 | share | Increase | +1.33% | 559 shares | 160K | $74.86 | 42.59K |
| Q1 2021 | share | Increase | +2.72% | 1.11K shares | 201K | $71.04 | 42.03K |
| Q4 2020 | share | Increase | 0.00% | 40.91K shares | 2.82M | $68.12 | 40.91K |