Accel Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-261
| Closed | -$12.7K | – | 364 |
|
|
2023
Q1 | $12.7K | Sell |
261
-8
| -3% | -$388 | 0.01% | 827 |
|
|
2022
Q4 | $12.4K | Sell |
269
-8
| -3% | -$367 | 0.01% | 663 |
|
|
2022
Q3 | $11K | Buy |
277
+159
| +135% | +$6.31K | 0.01% | 708 |
|
|
2022
Q2 | $5K | Buy |
118
+1
| +0.9% | +$42 | ﹤0.01% | 804 |
|
|
2022
Q1 | $6K | Hold |
117
| – | – | ﹤0.01% | 783 |
|
|
2021
Q4 | $6K | Buy |
117
+1
| +0.9% | +$51 | ﹤0.01% | 785 |
|
|
2021
Q3 | $6K | Hold |
116
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $6K | Hold |
116
| – | – | ﹤0.01% | 767 |
|
|
2021
Q1 | $6K | Buy |
116
+86
| +287% | +$4.45K | ﹤0.01% | 722 |
|
|
2020
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 807 |
|