SWP
ShoreHaven Wealth Partners’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 | $10.6M | Buy |
167,655
+62,174
| +59% | +$3.95M | 4.36% | 5 |
|
|
2025
Q1 | $6.22M | Sell |
105,481
-36,425
| -26% | -$2.15M | 2.98% | 7 |
|
|
2024
Q4 | $7.45M | Buy |
141,906
+14,181
| +11% | +$744K | 3.52% | 7 |
|
|
2024
Q3 | $7.35M | Buy |
127,725
+45,652
| +56% | +$2.63M | 3.54% | 9 |
|
|
2024
Q2 | $4.35M | Buy |
82,073
+4,165
| +5% | +$221K | 2.29% | 13 |
|
|
2024
Q1 | $4.24M | Sell |
77,908
-19,954
| -20% | -$1.09M | 2.33% | 13 |
|
|
2023
Q4 | $5.1M | Sell |
97,862
-13,341
| -12% | -$695K | 3.1% | 7 |
|
|
2023
Q3 | $5.44M | Buy |
111,203
+33,187
| +43% | +$1.62M | 3.74% | 6 |
|
|
2023
Q2 | $3.82M | Buy |
78,016
+2,676
| +4% | +$131K | 2.55% | 13 |
|
|
2023
Q1 | $3.66M | Sell |
75,340
-15,287
| -17% | -$742K | 2.57% | 11 |
|
|
2022
Q4 | $4.16M | Buy |
90,627
+21,539
| +31% | +$988K | 2.93% | 7 |
|
|
2022
Q3 | $2.66M | Sell |
69,088
-12,522
| -15% | -$482K | 2.03% | 13 |
|
|
2022
Q2 | $3.54M | Sell |
81,610
-19,455
| -19% | -$844K | 2.54% | 9 |
|
|
2022
Q1 | $5.08M | Buy |
+101,065
| New | +$5.08M | 2.68% | 12 |
|