APWA
Atlas Private 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 | $425K | Buy |
6,694
+207
| +3% | +$13.1K | 0.05% | 128 |
|
|
2025
Q1 | $382K | Sell |
6,487
-22
| -0.3% | -$1.3K | 0.05% | 127 |
|
|
2024
Q4 | $342K | Buy |
6,509
+94
| +1% | +$4.93K | 0.05% | 120 |
|
|
2024
Q3 | $369K | Buy |
6,415
+152
| +2% | +$8.74K | 0.05% | 109 |
|
|
2024
Q2 | $332K | Buy |
+6,263
| New | +$332K | 0.05% | 113 |
|
|
2024
Q1 | – | Sell |
-6,191
| Closed | -$323K | – | 124 |
|
|
2023
Q4 | $323K | Buy |
6,191
+50
| +0.8% | +$2.61K | 0.06% | 114 |
|
|
2023
Q3 | $300K | Sell |
6,141
-11
| -0.2% | -$538 | 0.06% | 142 |
|
|
2023
Q2 | $301K | Buy |
+6,152
| New | +$301K | 0.06% | 145 |
|
|
2021
Q4 | – | Sell |
-29
| Closed | -$1K | – | 313 |
|
|
2021
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 703 |
|
|
2021
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 668 |
|
|
2021
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 791 |
|
|
2020
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 704 |
|
|
2020
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 620 |
|
|
2020
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 645 |
|