Insight Wealth Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-49,815
Closed -$2.53M 160
2021
Q3
$2.53M Buy
49,815
+10,526
+27% +$535K 0.36% 36
2021
Q2
$2.03M Sell
39,289
-1,699
-4% -$88K 0.29% 45
2021
Q1
$2.09M Buy
+40,988
New +$2.09M 0.28% 49