SVWG
Shared Vision Wealth Group’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 | $6.61M | Buy |
104,338
+14,595
| +16% | +$924K | 3.3% | 6 |
|
|
2025
Q1 | $5.29M | Sell |
89,743
-11,964
| -12% | -$705K | 2.89% | 8 |
|
|
2024
Q4 | $5.34M | Buy |
101,707
+8,266
| +9% | +$434K | 2.81% | 8 |
|
|
2024
Q3 | $5.38M | Buy |
93,441
+39,457
| +73% | +$2.27M | 2.87% | 8 |
|
|
2024
Q2 | $2.86M | Sell |
53,984
-18,760
| -26% | -$995K | 1.67% | 11 |
|
|
2024
Q1 | $3.96M | Sell |
72,744
-25,888
| -26% | -$1.41M | 2.47% | 7 |
|
|
2023
Q4 | $5.14M | Buy |
+98,632
| New | +$5.14M | 3.43% | 5 |
|