CPWA
EFV icon

Cerro Pacific Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75,318
Closed -$3.46M – 150
2022
Q4 		$3.46M Buy
+75,318
New +$3.46M 1.83% 11