SWM
Scissortail 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 | $4.49M | Buy |
70,775
+2,039
| +3% | +$129K | 1.08% | 35 |
|
|
2025
Q1 | $4.05M | Sell |
68,736
-26,085
| -28% | -$1.54M | 1.04% | 36 |
|
|
2024
Q4 | $4.98M | Buy |
94,821
+94,398
| +22,316% | +$4.95M | 1.27% | 25 |
|
|
2024
Q3 | $5.16M | Sell |
423
-54,314
| -99% | -$662M | 1.25% | 27 |
|
|
2024
Q2 | $2.9M | Buy |
54,737
+89
| +0.2% | +$4.72K | 0.74% | 44 |
|
|
2024
Q1 | $2.97M | Buy |
+54,648
| New | +$2.97M | 0.79% | 43 |
|
|
2022
Q4 | – | Sell |
-79,829
| Closed | -$3.28M | – | 134 |
|
|
2022
Q3 | $3.28M | Buy |
+79,829
| New | +$3.28M | 1.7% | 17 |
|
|
2022
Q2 | – | Sell |
-84,221
| Closed | -$3.74M | – | 128 |
|
|
2022
Q1 | $3.74M | Buy |
+84,221
| New | +$3.74M | 1.84% | 16 |
|