SPWG
Syntegra Private Wealth Group’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 | $489K | Buy |
7,701
+2,261
| +42% | +$144K | 0.05% | 99 |
|
|
2025
Q1 | $321K | Sell |
5,440
-948
| -15% | -$55.9K | 0.04% | 122 |
|
|
2024
Q4 | $335K | Sell |
6,388
-316
| -5% | -$16.6K | 0.04% | 111 |
|
|
2024
Q3 | $386K | Buy |
+6,704
| New | +$386K | 0.04% | 103 |
|
|
2024
Q2 | – | Sell |
-5,870
| Closed | -$319K | – | 150 |
|
|
2024
Q1 | $319K | Sell |
5,870
-3,296
| -36% | -$179K | 0.04% | 106 |
|
|
2023
Q4 | $478K | Buy |
9,166
+124
| +1% | +$6.46K | 0.07% | 65 |
|
|
2023
Q3 | $442K | Buy |
9,042
+2,102
| +30% | +$103K | 0.07% | 73 |
|
|
2023
Q2 | $340K | Sell |
6,940
-81
| -1% | -$3.96K | 0.05% | 93 |
|
|
2023
Q1 | $341K | Sell |
7,021
-925
| -12% | -$44.9K | 0.06% | 89 |
|
|
2022
Q4 | $365K | Buy |
+7,946
| New | +$365K | 0.07% | 75 |
|