AEPWM
Atlantic Edge Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
19,219
-95
| -0.5% | -$6.03K | 0.33% | 65 |
|
|
2025
Q1 | $1.14M | Sell |
19,314
-1,632
| -8% | -$96.2K | 0.35% | 68 |
|
|
2024
Q4 | $1.1M | Sell |
20,946
-866
| -4% | -$45.4K | 0.34% | 66 |
|
|
2024
Q3 | $1.25M | Sell |
21,812
-2,025
| -8% | -$116K | 0.38% | 65 |
|
|
2024
Q2 | $1.26M | Sell |
23,837
-3,867
| -14% | -$205K | 0.42% | 61 |
|
|
2024
Q1 | $1.51M | Sell |
27,704
-3,180
| -10% | -$173K | 0.52% | 50 |
|
|
2023
Q4 | $1.61M | Buy |
+30,884
| New | +$1.61M | 0.65% | 40 |
|