AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $1.38M | Sell |
21,772
-1,418
| -6% | -$90K | 0.6% | 29 |
|
|
2025
Q1 | $1.37M | Buy |
23,190
+2,357
| +11% | +$139K | 0.67% | 27 |
|
|
2024
Q4 | $1.09M | Buy |
20,833
+462
| +2% | +$24.2K | 0.55% | 30 |
|
|
2024
Q3 | $1.17M | Buy |
20,371
+1,396
| +7% | +$80.3K | 0.62% | 29 |
|
|
2024
Q2 | $1.01M | Sell |
18,975
-768
| -4% | -$40.7K | 0.57% | 30 |
|
|
2024
Q1 | $1.07M | Sell |
19,743
-159
| -0.8% | -$8.65K | 0.66% | 27 |
|
|
2023
Q4 | $1.04M | Sell |
19,902
-881
| -4% | -$45.9K | 0.72% | 26 |
|
|
2023
Q3 | $1.02M | Sell |
20,783
-554
| -3% | -$27.1K | 0.79% | 23 |
|
|
2023
Q2 | $1.04M | Sell |
21,337
-91,111
| -81% | -$4.46M | 0.77% | 23 |
|
|
2023
Q1 | $5.46M | Sell |
112,448
-5,852
| -5% | -$284K | 4.53% | 6 |
|
|
2022
Q4 | $5.43M | Buy |
+118,300
| New | +$5.43M | 4.76% | 6 |
|