HC Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $48K | Sell |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $1.13M | Hold |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.43M | Hold |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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