Iron Horse Wealth Management’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 |
-48
| Closed | -$2.5K | – | 479 |
|
|
2023
Q4 | $2.5K | Hold |
48
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $2.35K | Buy |
+48
| New | +$2.35K | ﹤0.01% | 343 |
|
|
2023
Q2 | – | Sell |
-114
| Closed | -$5.53K | – | 327 |
|
|
2023
Q1 | $5.53K | Hold |
114
| – | – | ﹤0.01% | 191 |
|
|
2022
Q4 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 153 |
|
|
2022
Q3 | – | Sell |
-525
| Closed | -$23K | – | 181 |
|
|
2022
Q2 | $23K | Hold |
525
| – | – | 0.01% | 97 |
|
|
2022
Q1 | $26K | Hold |
525
| – | – | 0.01% | 98 |
|
|
2021
Q4 | $26K | Hold |
525
| – | – | 0.01% | 91 |
|
|
2021
Q3 | $27K | Hold |
525
| – | – | 0.02% | 82 |
|
|
2021
Q2 | $27K | Buy |
+525
| New | +$27K | 0.02% | 88 |
|