Clear Point 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
Q4 | – | Sell |
-513
| Closed | -$29.5K | – | 226 |
|
|
2024
Q3 | $29.5K | Hold |
513
| – | – | 0.02% | 249 |
|
|
2024
Q2 | $27.2K | Buy |
513
+15
| +3% | +$795 | 0.02% | 245 |
|
|
2024
Q1 | $27.1K | Hold |
498
| – | – | 0.02% | 252 |
|
|
2023
Q4 | $26K | Buy |
+498
| New | +$26K | 0.02% | 240 |
|