SWM
Sterling Wealth Management’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 | $2.53M | Buy |
+39,918
| New | +$2.53M | 0.86% | 24 |
|
|
2024
Q4 | $2.1M | Sell |
40,006
-40
| -0.1% | -$2.1K | 0.78% | 26 |
|
|
2024
Q3 | $2.3M | Sell |
40,046
-92
| -0.2% | -$5.29K | 0.86% | 26 |
|
|
2024
Q2 | $2.13M | Buy |
40,138
+320
| +0.8% | +$17K | 1.01% | 22 |
|
|
2024
Q1 | $2.17M | Sell |
39,818
-137
| -0.3% | -$7.45K | 1.08% | 18 |
|
|
2023
Q4 | $2.08M | Buy |
+39,955
| New | +$2.08M | 1.17% | 18 |
|