MWS
Maxwell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.36M | Buy |
44,934
+800
| +2% | +$42K | 0.96% | 28 |
|
|
2024
Q3 | $2.47M | Buy |
44,134
+20,773
| +89% | +$1.16M | 1.05% | 31 |
|
|
2024
Q2 | $1.24M | Sell |
23,361
-18,324
| -44% | -$972K | 0.61% | 55 |
|
|
2024
Q1 | $2.32M | Sell |
41,685
-39,372
| -49% | -$2.19M | 1.17% | 30 |
|
|
2023
Q4 | $4.22M | Buy |
+81,057
| New | +$4.22M | 2.76% | 6 |
|