BWA
Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,595
| Closed | -$111K | – | 417 |
|
|
2016
Q2 | $111K | Hold |
2,595
| – | – | 0.12% | 93 |
|
|
2016
Q1 | $116K | Hold |
2,595
| – | – | 0.11% | 93 |
|
|
2015
Q4 | $120K | Hold |
2,595
| – | – | 0.1% | 89 |
|
|
2015
Q3 | $120K | Hold |
2,595
| – | – | 0.15% | 76 |
|
|
2015
Q2 | $136K | Hold |
2,595
| – | – | 0.15% | 81 |
|
|
2015
Q1 | $138K | Hold |
2,595
| – | – | 0.14% | 70 |
|
|
2014
Q4 | $132K | Buy |
+2,595
| New | +$132K | 0.14% | 78 |
|