SAG
SageView Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,755
| Closed | -$298K | – | 580 |
|
|
2023
Q4 | $298K | Sell |
5,755
-11,805
| -67% | -$612K | 0.01% | 514 |
|
|
2023
Q3 | $859K | Sell |
17,560
-298
| -2% | -$14.6K | 0.05% | 234 |
|
|
2023
Q2 | $874K | Buy |
+17,858
| New | +$874K | 0.05% | 246 |
|
|
2023
Q1 | – | Sell |
-5,691
| Closed | -$261K | – | 465 |
|
|
2022
Q4 | $261K | Buy |
+5,691
| New | +$261K | 0.02% | 352 |
|