Ullmann Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $342K | Sell |
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|
2020
Q1 | $915K | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $2.31M | Sell |
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|
2018
Q4 | $2.38M | Sell |
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|
2018
Q3 | $2.83M | Sell |
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|
2018
Q2 | $2.81M | Sell |
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|
2018
Q1 | $3.06M | Sell |
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|
2017
Q4 | $3.37M | Sell |
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|
2017
Q3 | $5.02M | Buy |
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|
2017
Q2 | $3.77M | Buy |
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|
2017
Q1 | $3.5M | Sell |
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|
2016
Q4 | $4.11M | Buy |
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