TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $190K | Sell |
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|
2020
Q1 | $264K | Hold |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $283K | Buy |
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|
2018
Q1 | $270K | Hold |
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|
2017
Q4 | $273K | Buy |
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