DWS
Discipline Wealth Solutions’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 | $1.21M | Buy |
19,091
+7,765
| +69% | +$493K | 0.46% | 37 |
|
|
2025
Q1 | $668K | Buy |
11,326
+174
| +2% | +$10.3K | 0.32% | 39 |
|
|
2024
Q4 | $585K | Sell |
11,152
-891
| -7% | -$46.8K | 0.27% | 44 |
|
|
2024
Q3 | $693K | Buy |
12,043
+4,962
| +70% | +$285K | 0.37% | 36 |
|
|
2024
Q2 | $376K | Buy |
+7,081
| New | +$376K | 0.3% | 21 |
|