Moss Adams Wealth Advisors’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
2023
Q4
Sell
-1,007
Closed -$49.3K 132
2023
Q3
$49.3K Hold
1,007
0.02% 121
2023
Q2
$49.3K Sell
1,007
-41
-4% -$2.01K 0.02% 107
2023
Q1
$50.9K Buy
1,048
+41
+4% +$1.99K 0.02% 110
2022
Q4
$46.2K Buy
+1,007
New +$46.2K 0.02% 124