BBWP
Beacon Bridge Wealth Partners’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 | $5.79M | Buy |
91,255
+29,259
| +47% | +$1.86M | 2.3% | 15 |
|
|
2025
Q1 | $3.65M | Sell |
61,996
-6,842
| -10% | -$403K | 1.56% | 18 |
|
|
2024
Q4 | $3.61M | Sell |
68,838
-5,580
| -7% | -$293K | 1.53% | 20 |
|
|
2024
Q3 | $4.28M | Buy |
74,418
+33,977
| +84% | +$1.95M | 1.84% | 18 |
|
|
2024
Q2 | $2.14M | Sell |
40,441
-32,619
| -45% | -$1.73M | 0.98% | 26 |
|
|
2024
Q1 | $3.97M | Sell |
73,060
-17,962
| -20% | -$977K | 1.88% | 18 |
|
|
2023
Q4 | $4.74M | Buy |
91,022
+9,038
| +11% | +$471K | 2.37% | 12 |
|
|
2023
Q3 | $4.01M | Buy |
+81,984
| New | +$4.01M | 2.12% | 14 |
|