Domani Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.98M | Buy |
61,477
+10,906
| +22% | +$529K | 0.69% | 23 |
|
|
2022
Q4 | $2.32M | Buy |
+50,571
| New | +$2.32M | 0.58% | 28 |
|
|
2022
Q3 | – | Sell |
-9,651
| Closed | -$419K | – | 104 |
|
|
2022
Q2 | $419K | Sell |
9,651
-44,973
| -82% | -$1.95M | 0.11% | 76 |
|
|
2022
Q1 | $2.75M | Buy |
+54,624
| New | +$2.75M | 0.59% | 26 |
|