AWA
Aaron 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 | $383K | Buy |
6,031
+105
| +2% | +$6.67K | 0.04% | 302 |
|
|
2025
Q1 | $349K | Sell |
5,926
-61
| -1% | -$3.6K | 0.04% | 297 |
|
|
2024
Q4 | $314K | Buy |
5,987
+103
| +2% | +$5.41K | 0.04% | 307 |
|
|
2024
Q3 | $339K | Sell |
5,884
-29
| -0.5% | -$1.67K | 0.04% | 271 |
|
|
2024
Q2 | $314K | Sell |
5,913
-140
| -2% | -$7.43K | 0.04% | 231 |
|
|
2024
Q1 | $329K | Sell |
6,053
-18
| -0.3% | -$979 | 0.05% | 204 |
|
|
2023
Q4 | $316K | Buy |
6,071
+103
| +2% | +$5.37K | 0.05% | 187 |
|
|
2023
Q3 | $292K | Sell |
5,968
-236
| -4% | -$11.5K | 0.04% | 200 |
|
|
2023
Q2 | $304K | Buy |
6,204
+560
| +10% | +$27.4K | 0.04% | 205 |
|
|
2023
Q1 | $274K | Hold |
5,644
| – | – | 0.04% | 208 |
|
|
2022
Q4 | $259K | Buy |
+5,644
| New | +$259K | 0.04% | 209 |
|