FWM
FFT Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,850
| Closed | -$209K | – | 160 |
|
|
2024
Q1 | $209K | Hold |
3,850
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $201K | Buy |
+3,850
| New | +$201K | 0.02% | 132 |
|
|
2018
Q4 | – | Sell |
-3,991
| Closed | -$207K | – | 35 |
|
|
2018
Q3 | $207K | Hold |
3,991
| – | – | 0.08% | 33 |
|
|
2018
Q2 | $205K | Sell |
3,991
-340
| -8% | -$17.5K | 0.08% | 34 |
|
|
2018
Q1 | $236K | Hold |
4,331
| – | – | 0.09% | 32 |
|
|
2017
Q4 | $239K | Buy |
4,331
+61
| +1% | +$3.37K | 0.09% | 31 |
|
|
2017
Q3 | $233K | Hold |
4,270
| – | – | 0.1% | 29 |
|
|
2017
Q2 | $221K | Buy |
4,270
+96
| +2% | +$4.97K | 0.07% | 78 |
|
|
2017
Q1 | $210K | Buy |
+4,174
| New | +$210K | 0.07% | 80 |
|