WF
Wayfinding Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,166
| Closed | -$417K | – | 113 |
|
|
2022
Q4 | $417K | Sell |
8,166
-953
| -10% | -$48.7K | 0.33% | 51 |
|
|
2022
Q3 | $351K | Sell |
9,119
-88
| -1% | -$3.39K | 0.33% | 49 |
|
|
2022
Q2 | $399K | Buy |
9,207
+501
| +6% | +$21.7K | 0.35% | 50 |
|
|
2022
Q1 | $412K | Buy |
8,706
+540
| +7% | +$25.6K | 0.34% | 49 |
|
|
2021
Q4 | $417K | Buy |
+8,166
| New | +$417K | 0.33% | 51 |
|