TCWA
Turtle Creek Wealth Advisors’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 | $648K | Hold |
10,204
| – | – | 0.08% | 149 |
|
2025
Q1 | $601K | Hold |
10,204
| – | – | 0.09% | 101 |
|
2024
Q4 | $535K | Hold |
10,204
| – | – | 0.12% | 66 |
|
2024
Q3 | $587K | Hold |
10,204
| – | – | 0.12% | 91 |
|
2024
Q2 | $541K | Hold |
10,204
| – | – | 0.13% | 88 |
|
2024
Q1 | $555K | Hold |
10,204
| – | – | 0.14% | 86 |
|
2023
Q4 | $532K | Buy |
+10,204
| New | +$532K | 0.16% | 87 |
|