1WA
180 Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
78,991
+670
| +0.9% | +$42.5K | 0.7% | 33 |
|
|
2025
Q1 | $4.62M | Sell |
78,321
-2,197
| -3% | -$129K | 0.74% | 28 |
|
|
2024
Q4 | $4.22M | Sell |
80,518
-1,100
| -1% | -$57.7K | 0.66% | 30 |
|
|
2024
Q3 | $4.7M | Buy |
81,618
+646
| +0.8% | +$37.2K | 0.74% | 26 |
|
|
2024
Q2 | $4.44M | Sell |
80,972
-1,696
| -2% | -$93K | 0.72% | 27 |
|
|
2024
Q1 | $4.5M | Sell |
82,668
-1,544
| -2% | -$84K | 0.81% | 21 |
|
|
2023
Q4 | $4.36M | Sell |
84,212
-1,407
| -2% | -$72.8K | 0.87% | 22 |
|
|
2023
Q3 | $4.19M | Sell |
85,619
-776
| -0.9% | -$38K | 0.94% | 18 |
|
|
2023
Q2 | $4.25M | Sell |
86,395
-835
| -1% | -$41K | 0.93% | 19 |
|
|
2023
Q1 | $4.23M | Sell |
87,230
-930
| -1% | -$45.1K | 0.98% | 17 |
|
|
2022
Q4 | $4.39M | Buy |
88,160
+614
| +0.7% | +$30.6K | 1.03% | 16 |
|
|
2022
Q3 | $3.37M | Buy |
87,546
+1,130
| +1% | +$43.5K | 0.93% | 22 |
|
|
2022
Q2 | $3.76M | Buy |
86,416
+733
| +0.9% | +$31.9K | 0.96% | 17 |
|
|
2022
Q1 | $4.27M | Buy |
85,683
+1,490
| +2% | +$74.3K | 0.93% | 21 |
|
|
2021
Q4 | $4.34M | Buy |
84,193
+1,957
| +2% | +$101K | 0.97% | 17 |
|
|
2021
Q3 | $4.3M | Buy |
82,236
+922
| +1% | +$48.2K | 0.95% | 20 |
|
|
2021
Q2 | $4.25M | Buy |
81,314
+4,818
| +6% | +$252K | 0.97% | 20 |
|
|
2021
Q1 | $4.1M | Buy |
76,496
+4,900
| +7% | +$263K | 1.02% | 17 |
|
|
2020
Q4 | $3.51M | Buy |
71,596
+3,317
| +5% | +$163K | 1.01% | 18 |
|
|
2020
Q3 | $2.8M | Buy |
68,279
+5,829
| +9% | +$239K | 1.05% | 16 |
|
|
2020
Q2 | $2.59M | Buy |
62,450
+15,812
| +34% | +$657K | 1.03% | 19 |
|
|
2020
Q1 | $1.63M | Buy |
46,638
+7,153
| +18% | +$250K | 0.85% | 24 |
|
|
2019
Q4 | $1.96M | Sell |
39,485
-3,189
| -7% | -$159K | 0.78% | 24 |
|
|
2019
Q3 | $2.03M | Buy |
42,674
+336
| +0.8% | +$16K | 0.9% | 23 |
|
|
2019
Q2 | $1.96M | Buy |
42,338
+2,693
| +7% | +$125K | 0.88% | 25 |
|
|
2019
Q1 | $1.94M | Sell |
39,645
-3,214
| -7% | -$157K | 0.88% | 22 |
|
|
2018
Q4 | $2.23M | Sell |
42,859
-2,340
| -5% | -$121K | 1.04% | 17 |
|
|
2018
Q3 | $2.35M | Buy |
45,199
+244
| +0.5% | +$12.7K | 1.09% | 15 |
|
|
2018
Q2 | $2.31M | Sell |
44,955
-10,922
| -20% | -$561K | 1.14% | 13 |
|
|
2018
Q1 | $3.05M | Sell |
55,877
-4,975
| -8% | -$271K | 1.58% | 8 |
|
|
2017
Q4 | $3.36M | Buy |
+60,852
| New | +$3.36M | 1.71% | 6 |
|