QWP
Quotient Wealth Partners’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 | $851K | Buy |
13,410
+945
| +8% | +$60K | 0.03% | 129 |
|
|
2025
Q1 | $735K | Sell |
12,465
-1,956
| -14% | -$115K | 0.02% | 137 |
|
|
2024
Q4 | $757K | Sell |
14,421
-2,846
| -16% | -$149K | 0.02% | 132 |
|
|
2024
Q3 | $993K | Sell |
17,267
-1,480
| -8% | -$85.1K | 0.03% | 111 |
|
|
2024
Q2 | $994K | Sell |
18,747
-23,879
| -56% | -$1.27M | 0.03% | 105 |
|
|
2024
Q1 | $2.32M | Sell |
42,626
-44,838
| -51% | -$2.44M | 0.08% | 67 |
|
|
2023
Q4 | $4.56M | Buy |
+87,464
| New | +$4.56M | 0.18% | 57 |
|