Smart Money Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,197
| Closed | -$58K | – | 69 |
|
|
2019
Q2 | $58K | Buy |
+1,197
| New | +$58K | 0.05% | 65 |
|
|
2019
Q1 | – | Sell |
-73,635
| Closed | -$3.33M | – | 68 |
|
|
2018
Q4 | $3.33M | Sell |
73,635
-10,553
| -13% | -$477K | 3.45% | 6 |
|
|
2018
Q3 | $4.37M | Buy |
84,188
+139
| +0.2% | +$7.22K | 3.97% | 6 |
|
|
2018
Q2 | $4.32M | Buy |
+84,049
| New | +$4.32M | 3.87% | 6 |
|