MWPCG
Measured Wealth Private Client Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,678
| Closed | -$234K | – | 110 |
|
|
2019
Q4 | $234K | Sell |
4,678
-669
| -13% | -$33.5K | 0.16% | 87 |
|
|
2019
Q3 | $253K | Sell |
5,347
-497
| -9% | -$23.5K | 0.16% | 97 |
|
|
2019
Q2 | $281K | Buy |
5,844
+661
| +13% | +$31.8K | 0.16% | 141 |
|
|
2019
Q1 | $253K | Buy |
5,183
+712
| +16% | +$34.8K | 0.16% | 148 |
|
|
2018
Q4 | $202K | Buy |
4,471
+1,433
| +47% | +$64.7K | 0.18% | 98 |
|
|
2018
Q3 | $158K | Buy |
+3,038
| New | +$158K | 0.09% | 174 |
|