BOSSRA
B.O.S.S. Retirement 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 | $3.54M | Sell |
55,815
-6,594
| -11% | -$419K | 0.89% | 26 |
|
|
2025
Q1 | $3.68M | Buy |
62,409
+1,587
| +3% | +$93.5K | 1.07% | 20 |
|
|
2024
Q4 | $3.19M | Buy |
60,822
+52,479
| +629% | +$2.75M | 0.89% | 26 |
|
|
2024
Q3 | $480K | Buy |
8,343
+3,958
| +90% | +$228K | 0.1% | 149 |
|
|
2024
Q2 | $233K | Buy |
+4,385
| New | +$233K | 0.06% | 158 |
|
|
2024
Q1 | – | Sell |
-44,247
| Closed | -$2.31M | – | 162 |
|
|
2023
Q4 | $2.31M | Buy |
44,247
+1,326
| +3% | +$69.1K | 0.45% | 66 |
|
|
2023
Q3 | $2.1M | Buy |
42,921
+5,343
| +14% | +$261K | 0.45% | 69 |
|
|
2023
Q2 | $1.84M | Buy |
37,578
+4,306
| +13% | +$211K | 0.39% | 90 |
|
|
2023
Q1 | $1.61M | Sell |
33,272
-2
| -0% | -$97 | 0.38% | 110 |
|
|
2022
Q4 | $1.53M | Buy |
+33,274
| New | +$1.53M | 0.39% | 111 |
|