GWP
Gateway Wealth Partners’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 | $4.95M | Buy |
78,011
+31,811
| +69% | +$2.02M | 0.94% | 29 |
|
|
2025
Q1 | $2.72M | Sell |
46,200
-12,608
| -21% | -$743K | 0.61% | 48 |
|
|
2024
Q4 | $3.09M | Buy |
58,808
+5,147
| +10% | +$270K | 0.8% | 33 |
|
|
2024
Q3 | $3.09M | Buy |
53,661
+34,957
| +187% | +$2.01M | 0.85% | 29 |
|
|
2024
Q2 | $992K | Sell |
18,704
-11,122
| -37% | -$590K | 0.3% | 86 |
|
|
2024
Q1 | $1.62M | Sell |
29,826
-15,668
| -34% | -$852K | 0.58% | 46 |
|
|
2023
Q4 | $2.37M | Buy |
45,494
+1,227
| +3% | +$63.9K | 0.95% | 27 |
|
|
2023
Q3 | $2.17M | Buy |
44,267
+17,297
| +64% | +$846K | 0.39% | 53 |
|
|
2023
Q2 | $1.32M | Sell |
26,970
-1,248
| -4% | -$61.1K | 0.24% | 65 |
|
|
2023
Q1 | $1.37M | Sell |
28,218
-4,066
| -13% | -$197K | 0.21% | 67 |
|
|
2022
Q4 | $1.48M | Buy |
+32,284
| New | +$1.48M | 0.25% | 53 |
|