CHJWM
Carlton Hofferkamp & Jenks Wealth Management’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 | $211K | Buy |
+3,309
| New | +$211K | 0.08% | 132 |
|
|
2015
Q4 | – | Sell |
-4,500
| Closed | -$208K | – | 73 |
|
|
2015
Q3 | $208K | Hold |
4,500
| – | – | 0.2% | 64 |
|
|
2015
Q2 | $236K | Hold |
4,500
| – | – | 0.22% | 63 |
|
|
2015
Q1 | $239K | Hold |
4,500
| – | – | 0.24% | 61 |
|
|
2014
Q4 | $229K | Buy |
+4,500
| New | +$229K | 0.2% | 58 |
|