BWA
BCU 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 | $3.02M | Buy |
47,651
+7,511
| +19% | +$477K | 1.36% | 13 |
|
|
2025
Q1 | $2.37M | Buy |
40,140
+3,307
| +9% | +$195K | 1.23% | 13 |
|
|
2024
Q4 | $1.93M | Buy |
36,833
+4,875
| +15% | +$256K | 1.1% | 13 |
|
|
2024
Q3 | $1.84M | Buy |
31,958
+20,232
| +173% | +$1.16M | 1.1% | 15 |
|
|
2024
Q2 | $622K | Sell |
11,726
-5,468
| -32% | -$290K | 0.46% | 25 |
|
|
2024
Q1 | $935K | Sell |
17,194
-6,891
| -29% | -$375K | 0.79% | 17 |
|
|
2023
Q4 | $1.25M | Buy |
+24,085
| New | +$1.25M | 1.36% | 12 |
|