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High Net Worth Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

High Net Worth Advisory Group’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-871
Closed -$40K – 290
2022
Q4 		$40K Hold
871
– – 0.02% 362
2022
Q3 		$34K Hold
871
– – 0.01% 388
2022
Q2 		$38K Buy
+871
New +$38K 0.02% 360