PWA
Physician Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Buy |
384,065
+137,106
| +56% | +$8.7M | 3.83% | 5 |
|
|
2025
Q1 | $14.6M | Sell |
246,959
-66,281
| -21% | -$3.91M | 2.51% | 11 |
|
|
2024
Q4 | $16.4M | Buy |
313,240
+26,865
| +9% | +$1.41M | 2.78% | 10 |
|
|
2024
Q3 | $16.1M | Buy |
286,375
+182,387
| +175% | +$10.2M | 2.9% | 9 |
|
|
2024
Q2 | $5.73M | Sell |
103,988
-61,134
| -37% | -$3.37M | 1.06% | 24 |
|
|
2024
Q1 | $8.64M | Sell |
165,122
-61,433
| -27% | -$3.22M | 1.82% | 14 |
|
|
2023
Q4 | $11.6M | Sell |
226,555
-13,570
| -6% | -$695K | 2.59% | 9 |
|
|
2023
Q3 | $11.6M | Buy |
240,125
+71,999
| +43% | +$3.48M | 2.98% | 8 |
|
|
2023
Q2 | $8.26M | Buy |
168,126
+3,598
| +2% | +$177K | 2.05% | 13 |
|
|
2023
Q1 | $8.24M | Sell |
164,528
-39,167
| -19% | -$1.96M | 2.16% | 13 |
|
|
2022
Q4 | $10M | Buy |
203,695
+24,540
| +14% | +$1.21M | 2.71% | 9 |
|
|
2022
Q3 | $7.25M | Buy |
179,155
+4,010
| +2% | +$162K | 2.23% | 10 |
|
|
2022
Q2 | $7.77M | Sell |
175,145
-34,265
| -16% | -$1.52M | 2.25% | 10 |
|
|
2022
Q1 | $10.2M | Sell |
209,410
-15,655
| -7% | -$765K | 2.72% | 7 |
|
|
2021
Q4 | $11.7M | Buy |
225,065
+23,442
| +12% | +$1.22M | 3.07% | 7 |
|
|
2021
Q3 | $10.5M | Buy |
201,623
+15,987
| +9% | +$835K | 2.9% | 7 |
|
|
2021
Q2 | $9.49M | Buy |
185,636
+45,157
| +32% | +$2.31M | 2.72% | 7 |
|
|
2021
Q1 | $7.33M | Buy |
140,479
+38,368
| +38% | +$2M | 2.38% | 8 |
|
|
2020
Q4 | $5.07M | Buy |
+102,111
| New | +$5.07M | 1.73% | 15 |
|