Impact Partnership Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-133
Closed -$6.93K 755
2023
Q4
$6.93K Sell
133
-1,470
-92% -$76.6K ﹤0.01% 544
2023
Q3
$78.4K Buy
1,603
+962
+150% +$47.1K 0.02% 342
2023
Q2
$31.4K Buy
+641
New +$31.4K 0.01% 291