WWA
WCG 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 | $6.7M | Buy |
105,526
+2,266
| +2% | +$144K | 0.43% | 71 |
|
|
2025
Q1 | $6.09M | Sell |
103,260
-37,666
| -27% | -$2.22M | 0.46% | 70 |
|
|
2024
Q4 | $7.4M | Buy |
140,926
+4,860
| +4% | +$255K | 0.49% | 68 |
|
|
2024
Q3 | $7.83M | Buy |
136,066
+79,673
| +141% | +$4.58M | 0.53% | 57 |
|
|
2024
Q2 | $3M | Sell |
56,393
-55,558
| -50% | -$2.95M | 0.22% | 102 |
|
|
2024
Q1 | $6.09M | Buy |
111,951
+74,877
| +202% | +$4.07M | 0.51% | 58 |
|
|
2023
Q4 | $1.93M | Sell |
37,074
-8,722
| -19% | -$455K | 0.14% | 143 |
|
|
2023
Q3 | $2.24M | Buy |
45,796
+7,949
| +21% | +$389K | 0.16% | 128 |
|
|
2023
Q2 | $1.85M | Buy |
+37,847
| New | +$1.85M | 0.22% | 85 |
|