HHRDM
H&H Retirement Design & 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
Q3 | – | Sell |
-5,650
| Closed | -$311K | – | 80 |
|
|
2024
Q2 | $311K | Hold |
5,650
| – | – | 0.19% | 73 |
|
|
2024
Q1 | $302K | Sell |
5,650
-3,353
| -37% | -$179K | 0.2% | 70 |
|
|
2023
Q4 | $458K | Sell |
9,003
-163
| -2% | -$8.3K | 0.29% | 43 |
|
|
2023
Q3 | $444K | Sell |
9,166
-518
| -5% | -$25.1K | 0.31% | 35 |
|
|
2023
Q2 | $487K | Sell |
9,684
-14
| -0.1% | -$704 | 0.32% | 35 |
|
|
2023
Q1 | $486K | Sell |
9,698
-69,728
| -88% | -$3.49M | 0.31% | 34 |
|
|
2022
Q4 | $3.89M | Buy |
79,426
+2,884
| +4% | +$141K | 3.29% | 8 |
|
|
2022
Q3 | $2.98M | Sell |
76,542
-16,029
| -17% | -$624K | 2.81% | 8 |
|
|
2022
Q2 | $4.11M | Sell |
92,571
-6,340
| -6% | -$281K | 3% | 8 |
|
|
2022
Q1 | $4.94M | Buy |
98,911
+16,781
| +20% | +$838K | 3.37% | 8 |
|
|
2021
Q4 | $4.08M | Buy |
+82,130
| New | +$4.08M | 2.58% | 11 |
|