SDWMA
Schneider Downs Wealth Management Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,335
| Closed | -$761K | – | 94 |
|
|
2020
Q1 | $761K | Sell |
21,335
-27,220
| -56% | -$971K | 0.28% | 37 |
|
|
2019
Q4 | $2.42M | Hold |
48,555
| – | – | 0.72% | 17 |
|
|
2019
Q3 | $2.3M | Sell |
48,555
-1,876
| -4% | -$88.9K | 0.72% | 16 |
|
|
2019
Q2 | $2.42M | Hold |
50,431
| – | – | 0.85% | 14 |
|
|
2019
Q1 | $2.47M | Sell |
50,431
-7,720
| -13% | -$377K | 0.93% | 13 |
|
|
2018
Q4 | $2.63M | Buy |
+58,151
| New | +$2.63M | 1.14% | 9 |
|