BSWA
Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.97M | Sell |
109,669
-40
| -0% | -$2.18K | 3.69% | 8 |
|
|
2023
Q4 | $5.72M | Buy |
109,709
+305
| +0.3% | +$15.9K | 3.87% | 7 |
|
|
2023
Q3 | $5.35M | Hold |
109,404
| – | – | 4.03% | 7 |
|
|
2023
Q2 | $5.35M | Buy |
109,404
+433
| +0.4% | +$21.2K | 4.25% | 6 |
|
|
2023
Q1 | $5.29M | Buy |
108,971
+900
| +0.8% | +$43.7K | 4.45% | 6 |
|
|
2022
Q4 | $4.96M | Buy |
108,071
+178
| +0.2% | +$8.17K | 4.59% | 7 |
|
|
2022
Q3 | $4.16M | Hold |
107,893
| – | – | 4.92% | 4 |
|
|
2022
Q2 | $4.68M | Buy |
107,893
+704
| +0.7% | +$30.6K | 5.7% | 4 |
|
|
2022
Q1 | $5.39M | Buy |
107,189
+504
| +0.5% | +$25.3K | 5.66% | 4 |
|
|
2021
Q4 | $5.38M | Buy |
+106,685
| New | +$5.38M | 5.49% | 4 |
|