WBH Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,212
| Closed | -$253K | – | 300 |
|
|
2023
Q1 | $253K | Buy |
+5,212
| New | +$253K | 0.03% | 273 |
|
|
2022
Q3 | $236K | Sell |
6,120
-200
| -3% | -$7.71K | 0.03% | 260 |
|
|
2022
Q2 | $267K | Buy |
6,320
+1,779
| +39% | +$75.2K | 0.04% | 262 |
|
|
2022
Q1 | $218K | Buy |
+4,541
| New | +$218K | 0.03% | 295 |
|