TWM
TSA 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 | $14.2M | Buy |
223,620
+54,072
| +32% | +$3.43M | 5.19% | 7 |
|
|
2025
Q1 | $9.99M | Sell |
169,548
-29,793
| -15% | -$1.76M | 3.97% | 10 |
|
|
2024
Q4 | $10.5M | Sell |
199,341
-844
| -0.4% | -$44.3K | 4.26% | 9 |
|
|
2024
Q3 | $11.5M | Buy |
200,185
+96,472
| +93% | +$5.55M | 4.64% | 8 |
|
|
2024
Q2 | $5.5M | Sell |
103,713
-52,893
| -34% | -$2.81M | 2.34% | 13 |
|
|
2024
Q1 | $8.52M | Sell |
156,606
-65,488
| -29% | -$3.56M | 3.71% | 9 |
|
|
2023
Q4 | $11.6M | Buy |
+222,094
| New | +$11.6M | 5.39% | 6 |
|