Southern Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.79M | Buy |
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|
2022
Q4 | $3.45M | Sell |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $8.97M | Buy |
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|
2022
Q1 | $3.63M | Sell |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q3 | $11M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $7.2M | Buy |
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|
2020
Q4 | $6.4M | Buy |
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|
2020
Q3 | $4.05M | Buy |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $21.2M | Buy |
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|
2019
Q4 | $22.1M | Buy |
|