CWC
Carolinas Wealth Consulting’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 | – | Sell |
-1,909
| Closed | -$113K | – | 258 |
|
2025
Q1 | $113K | Hold |
1,909
| – | – | 0.02% | 225 |
|
2024
Q4 | $100K | Hold |
1,909
| – | – | 0.02% | 249 |
|
2024
Q3 | $110K | Hold |
1,909
| – | – | 0.02% | 244 |
|
2024
Q2 | $101K | Hold |
1,909
| – | – | 0.02% | 254 |
|
2024
Q1 | $104K | Buy |
+1,909
| New | +$104K | 0.02% | 249 |
|