CWA
Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
36,127
+11,111
| +44% | +$705K | 1.6% | 17 |
|
|
2025
Q1 | $1.47M | Sell |
25,016
-7,373
| -23% | -$435K | 1.1% | 23 |
|
|
2024
Q4 | $1.7M | Buy |
32,389
+16,150
| +99% | +$847K | 1.29% | 19 |
|
|
2024
Q3 | $934K | Sell |
16,239
-2,418
| -13% | -$139K | 0.72% | 30 |
|
|
2024
Q2 | $990K | Sell |
18,657
-30,083
| -62% | -$1.6M | 0.86% | 27 |
|
|
2024
Q1 | $2.65M | Buy |
48,740
+29,631
| +155% | +$1.61M | 2.71% | 6 |
|
|
2023
Q4 | $996K | Sell |
19,109
-1,826
| -9% | -$95.1K | 1.16% | 26 |
|
|
2023
Q3 | $1.02M | Buy |
20,935
+3,279
| +19% | +$160K | 1.27% | 17 |
|
|
2023
Q2 | $864K | Sell |
17,656
-4,948
| -22% | -$242K | 0.88% | 30 |
|
|
2023
Q1 | $1.1M | Sell |
22,604
-46,468
| -67% | -$2.26M | 1.11% | 19 |
|
|
2022
Q4 | $3.17M | Sell |
69,072
-22,540
| -25% | -$1.03M | 2.45% | 7 |
|
|
2022
Q3 | $3.53M | Sell |
91,612
-12,936
| -12% | -$498K | 2.8% | 7 |
|
|
2022
Q2 | $4.54M | Sell |
104,548
-20,006
| -16% | -$868K | 3.4% | 6 |
|
|
2022
Q1 | $6.26M | Buy |
124,554
+17,404
| +16% | +$875K | 4.11% | 5 |
|
|
2021
Q4 | $5.4M | Buy |
107,150
+5,528
| +5% | +$279K | 3.29% | 4 |
|
|
2021
Q3 | $5.17M | Buy |
101,622
+2,469
| +2% | +$126K | 3.27% | 5 |
|
|
2021
Q2 | $5.13M | Buy |
99,153
+16,161
| +19% | +$836K | 3.17% | 5 |
|
|
2021
Q1 | $4.23M | Buy |
+82,992
| New | +$4.23M | 2.74% | 5 |
|