HWP
Highline Wealth Partners’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 | $40.8K | Sell |
642
-356
| -36% | -$22.6K | 0.01% | 156 |
|
|
2025
Q1 | $58.8K | Sell |
998
-338
| -25% | -$19.9K | 0.02% | 123 |
|
|
2024
Q4 | $70.1K | Buy |
1,336
+9
| +0.7% | +$472 | 0.02% | 115 |
|
|
2024
Q3 | $76.4K | Hold |
1,327
| – | – | 0.03% | 114 |
|
|
2024
Q2 | $70.4K | Buy |
1,327
+14
| +1% | +$743 | 0.03% | 117 |
|
|
2024
Q1 | $71.4K | Hold |
1,313
| – | – | 0.03% | 119 |
|
|
2023
Q4 | $68.4K | Buy |
1,313
+490
| +60% | +$25.5K | 0.03% | 119 |
|
|
2023
Q3 | $40.3K | Buy |
+823
| New | +$40.3K | 0.02% | 122 |
|