SWC
Spectrum Wealth Counsel’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.6M | Sell |
229,934
-84,671
| -27% | -$4.99M | 1.63% | 18 |
|
|
2024
Q4 | $16.5M | Buy |
314,605
+5,026
| +2% | +$264K | 1.94% | 11 |
|
|
2024
Q3 | $17.8M | Buy |
309,579
+145,324
| +88% | +$8.36M | 2.1% | 9 |
|
|
2024
Q2 | $8.71M | Sell |
164,255
-146,326
| -47% | -$7.76M | 1.1% | 26 |
|
|
2024
Q1 | $16.9M | Buy |
310,581
+2,966
| +1% | +$161K | 2.07% | 8 |
|
|
2023
Q4 | $16M | Buy |
+307,615
| New | +$16M | 2.22% | 8 |
|