WAS
Wealth Advisory Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-87,402
| Closed | -$4.28M | – | 121 |
|
|
2023
Q2 | $4.28M | Hold |
87,402
| – | – | 1.14% | 28 |
|
|
2023
Q1 | $4.24M | Buy |
87,402
+971
| +1% | +$47.1K | 1.13% | 26 |
|
|
2022
Q4 | $3.97M | Hold |
86,431
| – | – | 1.07% | 25 |
|
|
2022
Q3 | $3.33M | Sell |
86,431
-2,063
| -2% | -$79.5K | 0.92% | 34 |
|
|
2022
Q2 | $3.84M | Buy |
88,494
+5,078
| +6% | +$220K | 0.95% | 38 |
|
|
2022
Q1 | $4.19M | Buy |
+83,416
| New | +$4.19M | 0.87% | 40 |
|