SWM
Sagace Wealth Management’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 | $1.64M | Sell |
25,815
-2,152
| -8% | -$137K | 1.22% | 33 |
|
|
2025
Q1 | $1.65M | Sell |
27,967
-939
| -3% | -$55.3K | 1.24% | 31 |
|
|
2024
Q4 | $1.52M | Sell |
28,906
-9,946
| -26% | -$522K | 1.13% | 31 |
|
|
2024
Q3 | $2.2M | Buy |
38,852
+7,701
| +25% | +$436K | 1.7% | 21 |
|
|
2024
Q2 | $1.72M | Buy |
+31,151
| New | +$1.72M | 1.68% | 22 |
|