HWA
HHM Wealth Advisors’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 | $3.81K | Hold |
60
| – | – | ﹤0.01% | 712 |
|
|
2025
Q1 | $3.54K | Hold |
60
| – | – | ﹤0.01% | 702 |
|
|
2024
Q4 | $3.15K | Buy |
+60
| New | +$3.15K | ﹤0.01% | 713 |
|
|
2023
Q4 | – | Sell |
-371
| Closed | -$18.2K | – | 757 |
|
|
2023
Q3 | $18.2K | Sell |
371
-4,024
| -92% | -$197K | ﹤0.01% | 416 |
|
|
2023
Q2 | $215K | Buy |
4,395
+2,712
| +161% | +$133K | 0.04% | 131 |
|
|
2023
Q1 | $81.7K | Buy |
+1,683
| New | +$81.7K | 0.02% | 220 |
|
|
2022
Q4 | – | Sell |
-85
| Closed | -$3K | – | 705 |
|
|
2022
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 575 |
|
|
2022
Q2 | $4K | Buy |
85
+60
| +240% | +$2.82K | ﹤0.01% | 667 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 680 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 644 |
|
|
2021
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 604 |
|