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Sugarloaf Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sugarloaf Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$76.2K Buy
1,452
+69
+5% +$3.62K 0.01% 251
2024
Q3 		$79.6K Buy
1,383
+160
+13% +$9.21K 0.02% 257
2024
Q2 		$64.9K Buy
1,223
+648
+113% +$34.4K 0.01% 269
2024
Q1 		$31.3K Buy
+575
New +$31.3K 0.01% 348