FFWA
Forthright Family Wealth Advisory’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 | $10.1M | Sell |
159,073
-3,343
| -2% | -$212K | 6.4% | 6 |
|
|
2025
Q1 | $9.57M | Buy |
162,416
+1,653
| +1% | +$97.4K | 6.32% | 7 |
|
|
2024
Q4 | $8.44M | Buy |
160,763
+89,995
| +127% | +$4.72M | 5.48% | 7 |
|
|
2024
Q3 | $3.9M | Sell |
70,768
-69,067
| -49% | -$3.8M | 2.5% | 11 |
|
|
2024
Q2 | $7.42M | Sell |
139,835
-3,736
| -3% | -$198K | 4.78% | 3 |
|
|
2024
Q1 | $7.81M | Buy |
143,571
+8,581
| +6% | +$467K | 5.24% | 3 |
|
|
2023
Q4 | $7.03M | Buy |
+134,990
| New | +$7.03M | 5.51% | 3 |
|