EWA
Etesian Wealth Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
29,642
+7,966
| +37% | +$327K | 0.45% | 59 |
|
|
2025
Q1 | $875K | Buy |
21,676
+1,890
| +10% | +$76.3K | 0.38% | 69 |
|
|
2024
Q4 | $805K | Sell |
19,786
-3,185
| -14% | -$130K | 0.36% | 71 |
|
|
2024
Q3 | $957K | Sell |
22,971
-3,617
| -14% | -$151K | 0.43% | 69 |
|
|
2024
Q2 | $1.07M | Buy |
26,588
+7,461
| +39% | +$301K | 0.6% | 56 |
|
|
2024
Q1 | $786K | Buy |
19,127
+4,508
| +31% | +$185K | 0.45% | 70 |
|
|
2023
Q4 | $600K | Buy |
14,619
+3,549
| +32% | +$146K | 0.36% | 77 |
|
|
2023
Q3 | $440K | Buy |
11,070
+2,528
| +30% | +$101K | 0.3% | 88 |
|
|
2023
Q2 | $345K | Buy |
8,542
+280
| +3% | +$11.3K | 0.23% | 93 |
|
|
2023
Q1 | $337K | Buy |
+8,262
| New | +$337K | 0.22% | 94 |
|