BFA
BMS Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.39M | Sell |
28,425
-26,681
| -48% | -$1.31M | 0.91% | 26 |
|
|
2023
Q1 | $2.67M | Sell |
55,106
-74,057
| -57% | -$3.59M | 1.85% | 11 |
|
|
2022
Q4 | $6.51M | Buy |
129,163
+55,125
| +74% | +$2.78M | 4.32% | 5 |
|
|
2022
Q3 | $2.85M | Sell |
74,038
-57,501
| -44% | -$2.22M | 2% | 8 |
|
|
2022
Q2 | $6.63M | Buy |
131,539
+16,879
| +15% | +$851K | 4.34% | 5 |
|
|
2022
Q1 | $5.76M | Sell |
114,660
-17,094
| -13% | -$859K | 3.66% | 8 |
|
|
2021
Q4 | $6.64M | Buy |
+131,754
| New | +$6.64M | 4.22% | 5 |
|