HFA
HC Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $27K | Hold |
630
| – | – | 0.02% | 164 |
|
|
2022
Q1 | $32K | Sell |
630
-380
| -38% | -$19.3K | 0.02% | 161 |
|
|
2021
Q4 | $51K | Hold |
1,010
| – | – | 0.03% | 139 |
|
|
2021
Q3 | $51K | Hold |
1,010
| – | – | 0.03% | 128 |
|
|
2021
Q2 | $52K | Hold |
1,010
| – | – | 0.03% | 129 |
|
|
2021
Q1 | $51K | Hold |
1,010
| – | – | 0.03% | 129 |
|
|
2020
Q4 | $48K | Sell |
1,010
-792
| -44% | -$37.6K | 0.03% | 139 |
|
|
2020
Q3 | $73K | Sell |
1,802
-26,425
| -94% | -$1.07M | 0.05% | 101 |
|
|
2020
Q2 | $1.13M | Hold |
28,227
| – | – | 0.88% | 40 |
|
|
2020
Q1 | $1.01M | Sell |
28,227
-495
| -2% | -$17.7K | 0.9% | 40 |
|
|
2019
Q4 | $1.43M | Hold |
28,722
| – | – | 1.13% | 39 |
|
|
2019
Q3 | $1.36M | Sell |
28,722
-2,068
| -7% | -$98K | 1.17% | 37 |
|
|
2019
Q2 | $1.48M | Sell |
30,790
-248
| -0.8% | -$11.9K | 1.48% | 33 |
|
|
2019
Q1 | $1.52M | Buy |
+31,038
| New | +$1.52M | 1.59% | 33 |
|