Beaumont Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,985
Closed -$251K 360
2021
Q4
$251K Buy
+4,985
New +$251K 0.02% 309
2021
Q3
Sell
-17,855
Closed -$924K 361
2021
Q2
$924K Buy
+17,855
New +$924K 0.07% 152