SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,407
| Closed | -$170K | – | 277 |
|
|
2022
Q3 | $170K | Sell |
4,407
-776
| -15% | -$29.9K | 0.07% | 147 |
|
|
2022
Q2 | $225K | Sell |
5,183
-712
| -12% | -$30.9K | 0.08% | 134 |
|
|
2022
Q1 | $296K | Sell |
5,895
-1,974
| -25% | -$99.1K | 0.11% | 97 |
|
|
2021
Q4 | $397K | Buy |
7,869
+3,943
| +100% | +$199K | 0.16% | 71 |
|
|
2021
Q3 | $200K | Buy |
+3,926
| New | +$200K | 0.11% | 105 |
|