BWA
Beam 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 | $2.46M | Buy |
38,814
+12,017
| +45% | +$763K | 0.73% | 37 |
|
|
2025
Q1 | $1.58M | Buy |
26,797
+565
| +2% | +$33.3K | 0.53% | 46 |
|
|
2024
Q4 | $1.38M | Buy |
26,232
+2,301
| +10% | +$121K | 0.44% | 53 |
|
|
2024
Q3 | $1.38M | Buy |
23,931
+3,919
| +20% | +$225K | 0.42% | 50 |
|
|
2024
Q2 | $1.06M | Buy |
+20,012
| New | +$1.06M | 0.35% | 54 |
|
|
2023
Q2 | – | Sell |
-17,981
| Closed | -$873K | – | 105 |
|
|
2023
Q1 | $873K | Sell |
17,981
-697
| -4% | -$33.8K | 0.88% | 38 |
|
|
2022
Q4 | $857K | Buy |
+18,678
| New | +$857K | 0.89% | 39 |
|