RWA
RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.17M | Buy |
134,056
+6,133
| +5% | +$236K | 0.82% | 9 |
|
|
2022
Q2 | $5.55M | Sell |
127,923
-1,003
| -0.8% | -$43.5K | 0.93% | 10 |
|
|
2022
Q1 | $6.48M | Sell |
128,926
-15,500
| -11% | -$779K | 1.03% | 7 |
|
|
2021
Q4 | $7.28M | Buy |
+144,426
| New | +$7.28M | 1.11% | 7 |
|
|
2020
Q3 | – | Sell |
-970,884
| Closed | -$38.8M | – | 44 |
|
|
2020
Q2 | $38.8M | Buy |
+970,884
| New | +$38.8M | 11.2% | 4 |
|